Products
Furey's Insights: These action oriented essays employ our proprietary combination of fundamental, quantitative and technical tools to generate insights essential to portfolio managers and analysts. Topics include discussions of small cap sector outlooks, expected nominal and relative returns, mean reversion trade opportunities, current and historical valuation and what all these factors might portend for forward performance. »learn more
Small-Cap market Outlook: One of our flagship research reports, the Small-Cap Market Outlook utilizes all of our analytical tools to provide a detailed outlook of where we believe the small-cap equity market is moving. Topics include our proprietary sector rotation analysis, with sub-industry and stock level detail, in addition to our views on equity index trends and technical analysis on key securities and indexes. The Small-Cap Market Outlook is published bi-weekly on Tuesdays. »learn more
Small-Cap Macro Mosaic: An in depth and thoughtful analysis of small cap market trends, divergences, and opportunities. Explores nominal and relative sector attractiveness, risks, valuation and potential returns. The Mosaic focuses upon economic indicators, commodity price trends, market risks and return, and sector earnings. The Small-Cap Market Mosaic is the other flagship product of ours and is published bi-weekly on Tuesdays. »learn more
Quantitative Stock Screens: We periodically screen the small cap universe for potential investment ideas. Criteria vary according to the market environment but might include such factors as ROIC, earnings surprise, valuation, relative price strength, momentum, and insider activity. We find that combining fundamental and quantitative screens with technical indicators help generate robust sets of potential investment candidates. »learn more
ETF Trading Blotter: A technical assessment of attractive sector and industry ETFs intended to generate long/short trading ideas. Our conclusions here are drawn purely from our technical and quantitative disciplines. »learn more
Earnings Analysis: A fundamental analysis of quarterly earnings results updated periodically throughout earnings season. We identify the unfolding revenue, margin, and earnings trends and pinpoint which sectors are demonstrating the most positive or negative surprises. »learn more
Quarterly/Annual Small-Cap Letters: Reviews intended to assist portfolio managers in writing their quarterly and annual letters. These letters include a review of key performance drivers and focus on factors that would have been instrumental to generating nominal and relative returns. »learn more
Portfolio Manager Surveys: A quarterly essay in which we dive into the collective psyche of the small cap portfolio management community. We look at current positioning and future expectations to determine the market consensus, including favorite stocks, portfolio weighting vs. benchmarks, and expected macro backdrop.” »learn more
Fundamental Company Research: Stock Watches are brief company specific research reports intended to generate investment ideas for small cap analysts and portfolio managers. Stock watches are largely technical but make extensive use publicly available financial data, ratio analysis, valuation and growth targets. Coupled with our macro outlook, we use these tools to determine what we believe is discounted in the current stock price. We identify stock watch candidates by using a proprietary screen that uncovers inexpensive stocks with high returns on invested capital. We then overlay technical analysis on the initial quantitative screen to identify the most promising names. Well priced, high return stocks with promising technical patterns should outperform over time. Stock Watches are not meant to be exhaustive fundamental analysis. No one should purchase a Stock Watch idea without first performing their own fundamental due diligence. »learn more
Bespoke Analysis: Frequently our clients will ask that we assist them by applying our analytical techniques to their specific portfolio challenges. We are delighted to do bespoke projects tailored to the specific needs of our clients.
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