13D Research, Inc.
Product Type: Economic Forecasting & Data, Fundamental Analysis, Specialized & Others
Markets: US, Global (ex-US)
Security: Equity, Fixed Income

DESCRIPTION

13D is an independent research firm dedicated to finding the asset class, sector, or market that will outperform all others in a given year. They are a global-macro theme oriented research provider.

They have been consistently successful at this for nearly 30 years. They actively research many topics and trends, but usually identify only three to five major investment themes each year; holding them as long as five years or until they find another asset class, market, or industry that they think is reaching an inflection point.

They base their selections on a variety of measures, but fundamentals are the driving force. 13D actively seeks historically under-performing markets experiencing change, or markets susceptible to a major shift in perception. They particularly like secular growth themes. Because they introduce their secular themes early in the investment cycle, the themes are often contrarian in nature. Overwhelmingly, their clients find value in their long-term theme identification, and they look to them to identify those anomalies before anyone else.

 
FEATURES

Their service consists of a weekly newsletter, theme driven reports contributed by their analytical team, and access to 13D Research's website archives.


1.Weekly Newsletter - "What I Learned This Week" (WILTW)

WILTW is fashioned to stimulate thought on a wide variety of topics, with particular focus on their current themes. It is a succinct compilation of:

  • investment ideas
  • emerging trends
  • change agents
  • provocative observations

2.Theme Driven Reports

Their reports provide practical insights derived from current themes. They are based on fundamentals and are used to:

  • Shape perspective
  • Provide investment recommendations

3.Website Archives

Restricted use - for subscribers only

  • All publications are organized by investment theme
  • Fully searchable by keywords
  • Enables clients to review their historical accuracy and build a case for particular themes

 
DELIVERY

All of their research is distributed electronically via email.

 
COST

The fee is dependent upon the client's intended use of their service.

 
TO SUBSCRIBE

Contact your CAPIS salesperson at 800.247.6729 or 214.720.0055, or Eoin Dunstan of 13D Research, Inc. 206.219.9205 or eoin@13d.com
Website: www.13d.com