Independent. Quantamental. Actionable.

Founded in 2010, the firm is an independent investment research firm focused on delivering clear, concise, and actionable insights across global markets. Our work sits at the intersection of rigorous fundamental research and quantitative modeling—an approach we developed over decades of experience in financial markets.

We analyze macroeconomic trends, political and policy dynamics, valuation drivers, cross-asset flows, and behavioral indicators to provide clients with a differentiated view not readily available from traditional investment research firms. For well over a decade, we’ve supported hedge funds, institutions, and sophisticated family offices with research that distills complex macroeconomic and market phenomena into clear, concise recommendations.

Our Approach

Quantamental Framework

We combine fundamental reasoning with quantitative tools—factor models, macro indicators, scenario analysis, statistical screens—to identify mispriced assets and market regimes.

Objective Research, Free of Narrative Bias

We do not publish commentary for its own sake. Every conclusion is rooted in data, economic logic, and market structure—not market narratives.

Big-Picture Perspective With Tactical Precision

Asset allocation and macro forces drive outcomes. We integrate top-down macro with bottom-up fundamentals to create tradeable, high-conviction ideas.

Independent & Client-Focused

No sell-side agenda. No distribution bias. Only research designed to help clients allocate capital more effectively.