Professional Investment Research That Makes Sense
Independent analysis focused on what actually matters in investment decisions. No hype, no predictions—just thorough examination of fundamentals, risk factors, and valuation frameworks that help you make informed choices.
What I Actually Do
Portfolio Analysis
Detailed review of your current holdings with focus on asset allocation, concentration risk, and whether the mix still matches your original objectives. I look at what you own and why it might or might not still make sense.
Risk Assessment
Building frameworks to evaluate investment risk beyond simple volatility metrics. This includes examining business quality, competitive position, valuation margins, and scenario analysis for different market conditions.
Fundamentals Education
One-on-one sessions covering how to read financial statements, evaluate business models, understand valuation multiples, and develop your own investment criteria. Teaching you to do your own analysis, not follow recommendations.
How This Works in Practice
Most research projects follow a similar pattern. I start with understanding what you're trying to achieve, examine the relevant financial data, and deliver analysis you can actually use. The timeline varies—some reviews take a week, others need a month depending on complexity.
Initial Discussion
We talk through what you need analyzed and why. This helps me understand your specific situation, timeline constraints, and what kind of output would be most useful to you.
Data Gathering
I collect relevant financial statements, market data, and company disclosures. For portfolio work, you provide holdings information. For education sessions, we identify specific topics to cover.
Analysis Phase
The actual research work—examining financials, calculating ratios, building models, comparing against benchmarks. This is where I spend most of the time, checking assumptions and testing different scenarios.
Delivery & Review
You receive written analysis with supporting data. We schedule a call to walk through findings, answer questions, and discuss implications. The goal is making sure you understand the reasoning, not just the conclusions.
Different Types of Research
Portfolio Structure Analysis
I examine your current holdings to identify concentration risks, sector exposures, and whether your asset allocation still fits your goals. This includes looking at individual position sizes, correlation between holdings, and whether valuations suggest reasonable risk-reward profiles.
The output is a written report showing what your portfolio actually looks like under the hood, areas where risk might be higher than expected, and specific considerations for potential adjustments. No generic recommendations—just analysis of what you own.
Custom Risk Assessment Models
Building evaluation frameworks tailored to your specific investment approach. This goes beyond standard volatility measures to examine business quality, competitive advantages, financial leverage, and valuation sensitivity under different scenarios.
These frameworks help you systematically evaluate potential investments using criteria that matter for your strategy. The focus is creating tools you can apply yourself, not generating one-time opinions.
Practical Fundamentals Training
Individual sessions covering core investment analysis skills—reading financial statements, understanding valuation multiples, evaluating business models, and building your own screening criteria. Each session focuses on practical application rather than theory.
We work through real examples using actual company financials. You learn how to find information, what numbers actually matter, and how to develop informed opinions about investments. The goal is making you more capable, not more reliant.
Ready to Work Together?
Most projects start with a brief conversation to make sure we're a good fit. Reach out to discuss what you need analyzed, and I'll let you know whether I can help and what the timeline would look like.