I currently cover the following companies. You can access my research notes on the EQUITY DEVELOPMENT website by clicking on the company name below.
- Impax Asset Management: Specialists in the transition to a more sustainable economy.
- Tatton Asset Management: Powering the UK’s leading financial advisers.
- Polar Capital: A specialist, investment-led active fund management company.
- LendInvest: A fintech asset management platform for property finance.
- Brooks Macdonald: Investment management services for advisers & private clients.
- Mattioli Woods: Vertically integrated provider of wealth management services.
- PensionBee: A fintech direct-to-consumer pensions provider.
On an ad-hoc basis, I can take on project-based company and sector research assignments, to support investments, acquisitions, or strategic decisions.