- Information is power and we provide our clients with real-time intelligence regarding the markets, their company, industry, peers/competitors and other issues that may impact their businesses.
- Additionally, we provide our clients with a comprehensive quarterly report that includes the following information:
• Summary page with quarterly trading statistics versus company peers.
• Quarterly market commentary relative to company’s sector.
• Estimates versus actual, peer recommendation comparison.
• Top shareholders and quarterly change.
• Institutional activity, top holders, buyers, sellers and style.
• Institutional ownership breakdown by investment style.
• Institutional ownership breakdown by investment turnover.
• Institutional ownership breakdown by institution type.
• Institutional ownership breakdown by concentration.
• Short position and short interest ratio.
• Fundamental comparison compared to peer companies.
• Cross ownership: Company versus peers.
