Products

Fusion-based Essays: 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

Furey’s Technical Update: 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. The Technical Update is published bi-weekly on Tuesdays. »learn more

“The” Small Cap Review: 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 Review focuses upon economic indicators, commodity price trends, market risks and return, and sector earnings. The Small Cap Review is published bi-weekly on Tuesdays. »learn more

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

Quarterly Earnings Scorecards: A fundamental analysis of quarterly earnings results updated periodically throughout earnings season. We indentify the unfolding revenue, margin, and earnings trends and pinpoint which sectors are demonstrating the most positive or negative surprises. »learn more

Furey’s FLASHes: A brief, concise, and time sensitive variant of our essays published during market hours to express and opinion or identify a trading opportunity in real time.

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 and intentions to determine the market consensus. A strong sense of consensus give managers the opportunity to bet with or against the crowd in an effort to generate incremental performance. Highlights include PMs favorite longs and shorts, portfolio weighting vs. benchmarks and expected macro backdrop. This piece is done, on average, quarterly. »learn more

Stock Watch: 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 indentify 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.

Copyright 2009. Furey Research. All rights reserved. Furey Research Partners, LLC is an Institutional Investor Research Boutique. Not Intended for Retail Investors