Portfolio Analyzer
- Style, structure, risk and performance attribution for internal review, client reports and marketing
- Communications with clients and consultants
- Portfolio due diligence monitoring and analysis
- Supporting analysis for management and board communications
Funds Analyzer
- Fund comparisons through time, against identified competitors and standard or bespoke peer groups
- Competitor assessment and evaluations
- Funds positioning and marketing
Markets Analyzer
- Flexible Style-based and factor-based investment research
- Review and statistical appraisal of systematic investment strategies and portfolio construction methods
- Factor-based stock selection
- Time series data on security fundamentals
Global style perspectives & monthly style summary
- Review, interpretation and appraisal of key global equity investment themes
- Current and historical analysis of key Style factors within individual markets and across global market regions
- Statistical evaluation of the significance and forecastable nature of the important Styles
Style Research News
Financial Times Interview with Style Research – Investing with Style
Value investors are faring poorly, despite market conditions that usually favour them. Why? John Authers, Long View Columnist and Robert Schwob, Principal at Style Research, dig into the factors behind value’s under performance.
Some of the ideas discussed within this interview relate to research detailed within the Global Style Perspectives (GSP) and Monthly Style Summary . For more information, please contact Style Research at london@styleresearch.com.
Under the Bonnet: In Conjunction with Citywire Global
In conjunction with Citywire Global (www.citywireglobal.com), Style Research analyses the driving force behind popular managers in the monthly ‘Under the Bonnet’ feature. In the March edition, we look at the Oyster European Opportunities fund managed by Banque Syz’s widely followed manager, Eric Bendahan.