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Style Research is an independent international provider of Global Investment Research and Portfolio Analysis Applications. We specialize in holdings and returns based Style, Risk and Performance analysis of portfolios, funds and markets and offer a variety of analysis and research services to professional investment institutions worldwide.
Over 300 international institutions find our flexible analysis refreshingly easy to use, understand and communicate. Investment Managers gain intuitive proof statements of their investment processes, and clearly demonstrate how investment views are reflected in portfolios, and drive performance.
Consultants, Fund of Fund Managers, Advisors, and Investors are able to gain deeper understanding of manager strategies, styles and investment risk. They can improve diligence and monitoring processes, and also achieve more meaningful communications with their managers, clients and prospects.
Style Research Blog
UK Equity Funds Study 2011
This study examines the sources of performance for UK focused mutual funds (UK All Companies and UK Equity Income IMA sectors) over calendar 2011. We investigate which themes were the primary drivers of fund returns, and how the best performing managers were positioned to benefit from them. Against a backdrop of economic uncertainty and increasing tensions over the Euro and the attendant sovereign debt crisis, 2011 witnessed major swings in sector and Style return patterns. We look at how managers navigated through these difficult waters.
Monthly Style Summary to End January 2012
Markets shrugged off continuing European financial concerns and widespread risks of an economic “double dip” in major economies and, with little more that scattered house sales statistics as support, moved strongly, and broadly, higher. As Momentum abruptly reversed, Value stocks extended last month’s gains and, almost paradoxically, Higher Dividend securities noticeably underperformed, and this wasn’t just due to relative underperformance of Utilities. Read More