By subscribing to our premium research, you are acquiring the expertise of an experienced analyst with buy side and sell side experience from global investment banks, with access to a range of hedge fund, equity research and investment banking consultants. We leverage our unique and sophisticated financial models to create a research product that is unmatched by any typical sell side analyst for a fraction of their cost, with a focus on generating relevant and timely stock ideas on a weekly basis.
Our research is best suited for experienced, institutional clients that clearly understand both the value and pitfalls of combining quantitative and fundamental research. Please contact us for additional information.
Included in the premium research subscription is the following:
1) Weekly Ranking Update, which updates rankings of the “high-quality” and “low-quality” stocks each week; and
2) Ascendere Model Portfolio, a model of “dollar-neutral” model portfolio with daily updates.
This is an institutional quality product, but is priced at a discount to established independent equity research firms and in line with simple data-add ons that are provided by FactSet, Thomson and S&P. We price our research on a per user basis and accept payments directly or via soft dollar arrangements.
Subscribe to our Monthly or Annual Premium Research Product:
Contact us for pricing information.
Additional Research Products
Stock Specific Reports. We can develop non-exclusive stock specific reports on request (see our reports on Starbucks, McKesson and Joy Global, for example). Turnaround on these pieces would be about a week.
Customized Products. We are a small firm with a deep information infrastructure. In many cases we can quickly customize our products to your needs. For example, our current research offering focuses on stocks with market caps above $2.5b, but we could develop a product on lower market-cap companies.
Simple Snapshot Reports by Request. For an incremental fee, we can provide a quantitative overview of your portfolio once a month. By request, we can also provide simple snapshot reports. Want a quick rundown of a stock you are looking at? Just email us and we will respond.
Consulting. For special projects we charge $350/hour, with half of the expected cost payable upfront. We are experts at scenario analysis valuation and related financial modeling.
Exclusive Licensing. Our model portfolio strategies are available for licensing on an exclusive basis. If you have the marketing power and the assets, feel free to contact us to discuss.
