A Comprehensive, Eight-Point Offering

Consumer Equity Research provides clients with a comprehensive suite of innovative products and traditional services

• Monthly digest

  • Market and sector overview
  • Trading strategies
  • News commentary

• Model investment portfolio

  • Updated monthly
  • Performance independently tracked

• Thematic sub-sector industry research reports

• Detailed company notes, with a particular emphasis on under-covered mid-cap stocks and special situations

• Full financial models with fair values derived using multiple valuation techniques

• Thematic conference calls and corporate presentations

• Industry symposia

• Field-trips and road-shows

We also accept bespoke research assignments from clients where we see no conflict of interest.