Our mission is to disrupt the equity research industry

Who we are

  • Our objective is to provide performance to our clients through single stock idea generation. We generate alpha for our clients to help them differentiate their funds.

  • Our independence positions us to participate in open and constructive dialogue with our clients without being beholden to the inherent conflicts of the rest of the sell side. We present our fundamental, bottom-up research and conviction ideas to our clients in engaging formats.

  • We have an established institutional business with a strong track-record, long-term clients, high levels of fund managers interaction, and a strong reputation for brace long ideas and high-impact short ideas.

Our team is based in London and UAE (Dubai) & New York.

How We pick stocks

  • We look for longs that can at least double and shorts that can at least halve. We take a minimum two-year investment horizon on every idea.
  • We only initiate on an idea if we have a differentiated view and the idea is actionable for clients.
  • We do the work others don’t: looking into out-of-favour sectors, product testing, digging into subsidiary fillings, working on controversial stocks and taking a brave viewpoint.

We meet companies, travel around the world, review annual reports, build models, and speak to companies, suppliers and customers to deliver high-conviction ideas and thorough research to clients.

Apple

A misunderstood technology company and one of the most heavily shorted companies in the UK.

Microsoft

USA turnaround situation with a growing, and highly-profitable core.

AMD

Profitable stock in Nasdaq for year 2020. 

11

Years Experience

45

Current Investment

12

Specialists Industries

4

Experienced Partners

Our Team

Mike Williams

PARTNER

Rachel Glass

PARTNER & FOUNDER

Alex Turner

Senior Analyst

Max Tanner

Senior Analyst

Sean Peters

PARTNER & Chief Controller

Farhan Ali

Analyst

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