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
Monthly Style Summary to End January 2015
World equity markets had a mixed start to the year, held back by the US, where continuing dollar strength weighed down multinationals. In local terms, many markets fared well, especially the Eurozone with the announcement of QE (and despite the anti-austerity Greek vote) though these gains were offset with the fall in the Euro. Against this background, Growth and Momentum flourished, and Value underperformed.
US 2014 Style Perfomance Study Unveiled! : The Results
US investors look ahead in their Style Preferences
With the US market posting double-digit gains in 2014, our 2014 Style Factor Performance Summary examines the performance of specific style factors and highlights interesting themes from last year.
Our research continues to show that objective, factor-specific, style observations provide considerably deeper insights than broad “Value” or “Growth” classifications.