"Alpha" equity research out of Europe
Are there any shops that produce stock-picking ideas across industries based on more in-depth work? Ie, not the classic set-up covering verticals. Curious if there are any places like that in London.
Are there any shops that produce stock-picking ideas across industries based on more in-depth work? Ie, not the classic set-up covering verticals. Curious if there are any places like that in London.
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Cazenove used to have a model similar to that. However, since its acquisition by JP Morgan, I believe it changed to the more traditional structure.
Few small boutiques with senior Heads of BBs doing 50% of the work with 1 analysts. Or theanalystDOTcoDOTuk is something you might want to look at, start from there on Linkedin, you'll find plenty of small shops.
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