Independent Equity Research
Ockham Research offers independent and unbiased equity research to institutions and individual investors. While our services have in the past been offered exclusively to institutional money managers, we have recently redesigned our individual equity report services which are available through several distribution partners as well as our investment newsletter, The Enterprising Investor’s Guide™.
Institutional Ockham Research
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Money Managers
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Ockham Research recognizes that institutional money managers have the enormous task of identifying and justifying every piece of research that they spend the time to look at. With this in mind, Ockham has developed a targeted portfolio of undervalued assets that is updated weekly. This model portfolio is the ideal tool for any institutional manager seeking a third party view on undervalued securities.
We also offer portfolio review services to our institutional investing clients. Quarterly or on an as-needed basis, Ockham Research will analyze a client’s various portfolio holdings and prepare a customized valuation analysis to identify the potential winners and losers from our perspective.
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Brokerages
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As the research landscape continues to evolve, elite brokerages have adapted successfully by incorporating more and more sources of independent research and analysis for their clients’ use. With the costs of proprietary research strangling internal budgets, Ockham Research offers a cost effective way to get sustainable research coverage on thousands of securities. With a long-term, value investing approach, Ockham is ideal for broker dealers seeking to bring an edge to their trading and investing clientele.
As the research landscape continues to evolve, elite brokerages have adapted successfully by incorporating more and more sources of independent research and analysis for their clients’ use. With the costs of proprietary research strangling internal budgets, Ockham Research offers a cost effective way to get sustainable research coverage on thousands of securities. With a long-term, value investing approach, Ockham is ideal for broker dealers seeking to bring an edge to their trading and investing clientele.
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Ockham Research for Individual Investors
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Individual Equity
Stock Reports
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Ockham Research utilizes its value investing framework to generate detailed analysis on over 2,000 equity securities. Our five page reports incorporate every aspect of our methodology and seek to help individual investors cut through all of the superfluous information about a company to arrive at a logical and disciplined investment decision.
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The Enterprising Investor’s Guide™ Investment Letter
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Investing and speculating are two very different things. The Ockham Research investment letter, The Enterprising Investor’s Guide™, is a monthly publication designed to bring the four areas of intelligent investing directly to our clients for their own evaluation. Each investment letter covers the four elements of proper portfolio management: allocation, concentration, selection, and timing. In addition, each publication highlights the Ockham perspective on the 100 largest capitalization securities, incorporating key value metrics, margins of safety, and the Ockham Research rating.
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