We provide our clients with a fully customised research service, helping them to fulfil their investment requirements in relation to UK and European equities.
Our methodology:
- Gather all publicly available information about the company including other investment research where possible
- Build financial model using historic accounts to include three primary statements and drafting three years of forecasts
- Draw up a list of questions for management based on information and model
- Schedule a call/meeting with management to go through questions and attain insight
- Based on meeting/call, finalise financial model and draw up valuation metrics including DCF/EVA, historic and forecast market ratia
- Build report structure to bring out salient points of focus and then write
- Deliver report and model and remain available for further questions and monitoring
This process can take between three days and a month, depending on the size of company to be investigated and availability of management. We start work under a written contract detailing client requirements, timelines and stipulating a mutually agreeable fee which is paid on delivery.
If you have a research requirement visit our contact page and leave a message or call us and we will be happyy to discuss how we can help.