
WHAT WE DO
We take a dynamic approach to investment research, traveling the world and engaging directly with diverse markets to gather exclusive insights for a select group of investors. By combining investigative methods like scuttlebutt (industry intelligence) and HUMINT (human intelligence), we uncover unique information on companies, industries, and emerging fund managers that traditional analysis often misses. This approach provides us with a distinct advantage, offering our clients deeper, on-the-ground understanding of both equities and funds.
EXPERTISE
EQUITY RESEARCH
We provide insights into high-quality small and mid-cap international companies, uncovering hidden gems with the potential for exceptional long-term performance over a 5 to 10-year horizon. Driven by a philosophy of deep exploration, we go beyond surface data to reveal the underlying value of companies.
FUND PICKING
Our research focuses on discovering standout fund managers, with a particular emphasis on emerging talents who bring unique perspectives to the investment landscape. We believe in recognizing and supporting innovative minds early, identifying those with the vision and strategies that can shape tomorrow’s markets.
SERVICES
SUBSCRIPTION PLANS
We offer four subscription plans providing professional investors with exclusive insights, strategic analysis, and access to niche opportunities. Each plan offers a unique perspective, from introductory overviews to deep dives into equities, funds, and market trends—empowering you to make informed, strategic decisions.
CUSTOM RESEARCH
Our custom research service provides professional investors with exclusive, tailored insights. Combining rigorous analysis with on-the-ground intelligence, we deliver strategic clarity on specific companies, industries, and emerging fund managers. Each report is crafted to empower you to make informed decisions.