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 July 2015
World equity markets ended slightly up on the month, supported by an upswing in Europe following the latest resolution of the Greek crisis, but undermined by the continued weakness in Asian and Emerging markets, particularly China. Weaker demand from the latter and the ongoing oversupply of oil led to drops in commodity prices and consequent falls in Oil & Gas and Basic Materials. Despite this mixed picture, Growth held up quite well. Read More
Q2 2015 US STYLE FACTOR PERFORMANCE STUDY
A Hidden Shift from Value to Growth
While the US market ended Q2-2015 just marginally negative, the style preferences demonstrated by equity investors clearly shifted during Q2.
During a quarter filled with competing influences, including improvements in domestic economic indicators but also with major international concerns, our detailed research of sub-Styles shows a monthly evolution from value based themes to forecasted growth.