Baptista Research has a vast coverage of over 500 companies of all sizes and a distribution across 12 major platforms. Every single day, hundreds of institutional investors are accessing our research and estimates and we have been serving the buy side community for over 4 years now.
With such a vast base of research, it was only logical (and synergistic) for us to come up with a solid trade ideas product that can help our institutional investors generate extraordinary returns, beating all indices.
The following table summarizes our two trade idea offerings for institutions:
| Name of Product | Global Mid & Small-Cap Shorts | The Balanced Investor |
|---|---|---|
| Description | This product is tailored specifically for our hedge fund clients and short-term traders. We provide trade recommendations on overpriced yet weak stocks that are basically a ticking time bomb. Every trade recommendation is supported by a detailed research note supporting the rationale. | This product is a blend of growth investing and value investing ideas. We provide buy calls to institutions with a medium to low risk appetite and tailor our recommendations based on how much they are leaning towards growth investing/ value investing. Every trade recommendation is supported by a detailed research note supporting the rationale. |
| Asset Class | Equities | Equities |
| Ideas | Short only | Long Only |
| Methodology | Largely focused on fundamentals but with a blend of technical analysis to determine the right entry and exit points | Purely fundamentals-focused approach with a bottom-up approach starting from an in-depth company level analysis and moving up to the industry |
| Sectors | Sector-agnostic/ Generalist | Sector-agnostic/ Generalist |
| Geographies | US, Europe (incl. UK), Australia | US, Europe (incl. UK), Australia |
| Product Presentation | Coming soon | Coming soon |
| Pricing | $10,000 for 6 months | $10,000 for 6 months |
For more details on the above offerings, please email us on info@baptistaresearch.com