Research-led investment solutions

Multi-asset portfolio solutions and proprietary ideas for institutions, fund managers and private clients.

what we do

We produce in-house research and trade ideas, and provide the safekeeping and execution arrangements that allow clients to act on them. Clients decide which ideas to follow, in what size and when, the amount invested in each and the timing.

solution

Our approach

Depth over breadth: focused coverage of selected niches in emerging and frontier markets

Fundamental, valuation-driven research, mindful of market context and technicals

Unconstrained universe: long-only and long/short equity, with selective hedging in derivatives

Research philosophy

Original, out-of-the-box thinking, free of investment-banking constraints, grounded in hands-on company due diligence — “know your companies”

For fund managers

Dedicated services for fund managers: idea generation, execution and access to our partner network

clients

Who we serve

Institutions

Fund managers

Family offices & HNW private clients

Speak with our Coverage team

International business professionals in a meeting overlooking a city skyline

marketing communication

The value of investments may go down as well as up, and you may get back less than you invest. Past performance is not a reliable indicator of future results. Nothing on this page constitutes investment advice or an offer to buy or sell any financial instrument.

related services

Prime brokerage

One point of access for execution, custody and settlement, with fully segregated client accounts.

Capital markets — sales & trading

Multi-asset execution across developed, emerging and frontier markets — including illiquid names and special situations.