Stay Informed with Ongoing Analytical Coverage That Supports Your Investment Decisions
Imagine having access to thorough, independent analysis of the companies and sectors that matter to your portfolio, delivered consistently throughout the year with the ability to ask questions when you need clarity.
Return to Home
What Equity Research Coverage Delivers
This service provides you with consistent analytical support for the companies or sectors central to your investment approach. Rather than needing to request analysis each time a question arises, you receive regular updates and have ongoing access to discuss what matters to your decisions.
Regular Updates
Quarterly earnings analysis and annual reviews keep you informed as situations develop.
Independent Perspective
Analysis free from sell-side conflicts helps you form your own views.
Event-Driven Analysis
When significant developments occur, you receive timely assessment of implications.
Direct Analyst Access
Ask questions and discuss findings when you need additional context or clarity.
Understanding Your Current Challenge
Many institutional investors face similar situations when it comes to ongoing analytical support.
Coverage Gaps
Sell-side research may not cover all positions in your portfolio, particularly mid-cap companies or specialized sectors. This leaves you without consistent analytical support for portions of your holdings.
Time Constraints
Building thorough analysis internally requires significant time commitment from your team. When managing multiple positions and monitoring markets, finding time for detailed company analysis can be challenging.
Conflicted Sources
Traditional sell-side research often comes with inherent conflicts of interest. Having access to truly independent analysis helps you form views without wondering about underlying motivations.
Need for Ongoing Dialogue
Questions arise throughout a holding period, not just during initial research. Having an analyst familiar with your coverage universe who you can contact when needed provides valuable continuity.
These challenges are common among asset managers and investment firms. The key is finding analytical support that fits your coverage needs and provides the independence you value.
How Ongoing Coverage Addresses These Needs
This subscription-based service establishes a continuing analytical relationship focused on the companies or sectors you specify. Rather than one-time reports, you receive regular coverage throughout the year.
Structured Deliverables
- • Quarterly earnings analysis following each reporting period
- • Annual comprehensive reviews with updated projections
- • Event-driven updates when material developments occur
- • Valuation assessments using multiple methodologies
Flexible Interaction
- • Direct access to the covering analyst for questions
- • Calls to discuss findings and implications
- • Ability to request focus on specific aspects
- • Ongoing familiarity with your investment approach
What Makes This Approach Effective
The subscription model creates continuity that benefits both parties. The analyst develops deep familiarity with the covered companies and your investment perspective, making ongoing work more efficient and relevant.
You avoid the need to brief a new analyst each time you have questions, and receive analysis that builds on prior work rather than starting fresh with each request.
What Working Together Looks Like
Initial Setup Phase
We begin by discussing your coverage priorities, investment approach, and what aspects matter most to your decisions. This shapes how the analysis is structured and presented. You'll receive an initial comprehensive report establishing the analytical baseline.
Quarterly Rhythm
Following each earnings release, you receive analysis examining results, management commentary, and updated perspectives. These reports highlight what changed, what it means, and how it affects the investment case. Typical delivery is within a week of earnings.
Annual Deep Dives
Once yearly, you receive a comprehensive update that goes beyond quarterly reports. This includes refreshed projections, updated valuation work, competitive landscape assessment, and any strategic considerations that have emerged.
Ongoing Accessibility
Between scheduled deliverables, you have the ability to reach out with questions or requests for perspective on developments. Whether that's a call to discuss implications of news flow or clarification on specific aspects of the analysis, the analyst is accessible.
Event-Driven Coverage
When significant events occur between regular reporting, such as acquisitions, major contract announcements, or regulatory developments, you receive timely analysis assessing the situation and its implications for your investment perspective.
The Result
Over time, you develop a working relationship with an analyst who understands both the covered companies and your investment approach. This creates efficiency and ensures the work remains relevant to your actual decision-making needs.
Investment and Value Framework
This annual investment provides ongoing analytical support for one company or sector coverage throughout the year.
What's Included
- Initial comprehensive research report
- Four quarterly earnings analyses
- Annual comprehensive update with refreshed projections
- Event-driven updates for material developments
- Direct analyst access for questions and discussion
- Multiple valuation perspectives maintained
- Competitive and industry context throughout
Value Perspective
A junior analyst's annual cost typically exceeds this amount several times over, before considering benefits, overhead, and training time.
With 4-5 major deliverables annually plus ongoing access, each comprehensive piece of work costs approximately $3,000-4,000.
For positions representing meaningful capital allocation, having independent ongoing analysis supports informed decisions throughout the holding period.
Flexible Engagement
Coverage can be established for individual companies or sector-focused work. Multi-company subscriptions are available at favorable rates. Annual renewal structure provides natural checkpoints to assess ongoing value.
How This Approach Works in Practice
Systematic Methodology
Each analysis follows established frameworks for examining financial statements, competitive positioning, and valuation. This consistency allows you to compare perspectives across different periods and see how views evolve.
Transparent Assumptions
Financial projections and valuation work clearly document underlying assumptions. This allows you to assess whether the analytical framework aligns with your own views and where perspectives may differ.
Progress Tracking
As quarters progress, you can see how actual results compare to prior expectations and how perspectives adjust. This creates a record of analytical development rather than isolated snapshots.
Realistic Timeline
Quarterly reports typically deliver within 5-7 business days following earnings. Annual updates take 2-3 weeks. Event-driven pieces vary by complexity but prioritize timeliness when situations warrant quick assessment.
Client Experience
Many coverage relationships extend for multiple years as clients find ongoing value in the independent perspective and analytical continuity. The subscription model creates alignment where quality work leads to renewal.
Approximately 75% of coverage subscriptions renew annually, suggesting clients find the ongoing relationship valuable to their investment process.
Our Commitment to You
30-Day Assessment Period
After receiving the initial comprehensive report, if you determine the analytical approach doesn't fit your needs, we'll refund your subscription payment in full. This removes risk from trying the service.
Analysis meets professional standards you'd expect from institutional research.
Deliverables arrive within stated timeframes following reporting events.
Questions receive attention within one business day during normal coverage periods.
No-Obligation Initial Discussion
Before any subscription begins, we discuss your coverage needs and whether this service fits your situation. There's no commitment required for this conversation.
Many potential clients decide after this discussion that other services might better suit their needs, and we're transparent about that assessment.
Annual Renewal Structure
Coverage subscriptions run for one year, with natural renewal points. This creates regular opportunities to assess whether continuing makes sense for your needs.
There's no automatic renewal. Each year provides a clear decision point about ongoing value.
Getting Started
The path to establishing coverage is straightforward, with clear steps and no pressure to proceed beyond what makes sense for your situation.
Initial Conversation
Reach out through the contact form below. We'll schedule a brief call to discuss your coverage interests, current situation, and whether this service aligns with your needs. This conversation involves no commitment.
Scope Discussion
If the service seems potentially relevant, we discuss specific coverage focus, analytical priorities, and what information would be most valuable to your investment process. This shapes the engagement structure.
Engagement Terms
You receive a clear outline of deliverables, timing, pricing, and terms. This provides everything needed to make an informed decision about whether to proceed. There's no time pressure on this decision.
Coverage Launch
Once you decide to proceed, work begins on the initial comprehensive report. This typically takes 2-3 weeks depending on company complexity and information availability. After delivery, the regular coverage rhythm establishes.
What Happens Next
After you reach out, you'll hear back within one business day to schedule that initial conversation. Most clients find that 20-30 minute discussion provides clear sense of whether coverage makes sense for their situation.
Ready to Explore Coverage for Your Portfolio?
Let's discuss whether ongoing equity research coverage would support your investment approach. The conversation is straightforward and involves no obligation to proceed.
Start the ConversationTypical response time: Within one business day
Explore Other Analytical Services
Depending on your situation, different services may better address your needs.
Due Diligence Support
For investment transactions requiring detailed analytical support including financial analysis, market context, and risk assessment customized to your transaction needs.
Learn More →Valuation Services
Independent valuation analysis for corporate transactions, financial reporting, or strategic planning with multiple methodologies and comprehensive documentation.
Learn More →