What We Do / Equity & Macro Research
Equity & Macro Research
Overview
Our Equity & Macro Research division combines traditional fundamental analysis with modern data analytics to generate actionable investment insights across global markets.
We train members in financial modeling, valuation techniques, and macroeconomic analysis—skills essential for careers in equity research, portfolio management, and investment banking.
Generating Investment Insights
From macroeconomic outlooks to company-specific deep dives, our research team produces institutional-grade analysis across asset classes and geographies.
Research Objectives
Three pillars of our analytical framework
Market Outlook
Comprehensive analysis of global macroeconomic trends, central bank policies, and their implications for asset allocation across equity, fixed income, and commodity markets.
Industry Deep Dives
Sector-specific research covering competitive dynamics, regulatory landscape, technological disruption, and long-term structural trends shaping industry profitability.
Company Health Evaluations
Fundamental analysis of individual securities including financial modeling, valuation, competitive positioning, and management quality assessment.
Investment Principles
Our disciplined approach to equity investing
Bottom-Up Analysis
Focus on individual company fundamentals, competitive advantages, and growth potential.
Top-Down Framework
Understand macro trends and sector dynamics that drive investment themes.
Risk-Aware Positioning
Evaluate downside risks and stress scenarios for every investment thesis.
Long-Term Perspective
Identify sustainable competitive advantages and secular growth opportunities.
Research Process
1. Idea Generation
Screen for opportunities using quantitative metrics and qualitative insights.
2. Due Diligence
Build financial models, analyze industry dynamics, assess management quality.
3. Thesis Development
Articulate investment rationale, target price, risks, and catalysts.
4. Monitoring & Updates
Track performance, update models, reassess thesis as new information emerges.
Typical Coverage Areas
Ready to Dive Deep?
Join our equity research team and develop the analytical skills that top investors value.
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