Is your portfolio returning what it could?

A one-time portfolio tune-up can be worth more than a million dollars over the long haul. Uncover activist investors winning strategies.

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what we offer

Quarterly Newsletter

We offer in-depth equity analysis in our quarterly hedge fund publication.

Tracking Sec Filings

We cover the following SEC filings 13D, 13G, 13F, Forms 3,4,5, N-SAR and 8-K.

Hedge Fund Trades

We cover hedge fund letters, filer statistics and activist trades.

actionable research

Leverage stock picks of the smartest investors. Long/Short trade ideas.

WHY CHOOSING US

FAQ

Frequently Asked Questions

Our Hedge fund replication strategies benefit investors who would like access to the sophisticated strategies employed and the returns generated by hedge funds without the negative aspects of high fees, minimum investment size (often $1 million), and investment lock-up periods.

Due to our unique smart beta approach and algorithm we are able to even increase the performance despite the fact that our data is backward-looking. We analyze each position individually to further boost the performance.

Activist investors conduct comprehensive research and analysis of the target company. Obviously, the resources they invest into this task are significant and are not available to a lot of institutional investors. In order to achieve good returns its not enough to just mimic them that’s why we dive deeper into the valuation thesis. Activist investors and the companies they target are just the starting point of our research.

Currently we are tracking well over 4000 hedge funds.

Our hedge fund newsletter publication is published quarterly and it includes in depth research on 30 different hedge fund managers with consensus buy/sell lists. Have a look at our previous reports to get a better feeling what this is all about.

Currently we have four different strategies and a total of 200 hedge funds that we consider for portfolio construction.

Our quarterly subscription comes with a 30-day free trial and you can cancel any time during the trial period at no cost.

Yes ! Client support is very important to us and absolutely vital for our organization. If you have any questions related to our analysis we are here to help and to answer your questions.

HEDGE FUND STRATEGY REPLICATION

Our strategies use smart beta and are rotated on a quarterly basis.
We replicate the best funds with our proprietary algorithm.
We are fine tuning the strategies to achieve the desired results.
Frequent rotation eliminates managers that are underperforming.
Annualized
Total Return
Hedge Fund Strategy Replication
22.8%
2475%
S&P 500 Index
6%
152%

Features

Our research provides you with the specific market inside to multiply your capital many times.

Rock-Solid Research

We highlight where funds are increasing their positions and which markets are currently trending. Quickly discover trade ideas of the world’s smartest investing minds and leverage this knowledge to your advantage.

The most important role activist funds play is the promotion of shareholders’ interests. They often propose strategic, operational and financial changes at companies. Rather then just tracking them we are trying to understand their investment thesis and present you only those ideas that offer the best risk/reward ratio.

Our in-house database offers a comprehensive overview of all the 13F Statistics, Number of Filers Increasing/Decreasing Their Position In A Particualr Stock, Top Holdings By Filer Count, Changes By Sector and Top Stock Holdings By Value.

get trade alerts

We focus on stocks and investments with a catalyst to unlock value. Catalysts are revelations or events that propels the price of a stock. All of our ideas are stress-tested, meaning you’re getting intel that money cannot buy.

Special situations. A special situation refers to particular circumstances involving a security or stock that compels investors to invest based on the special situation. For example March 2016 U.S. Imposes 266% Duty on Some Chinese Steel Imports. Long United States Steel Corporation(X) on March 2016 – Exit December 2016: Gain +400%. Did you catch that trend ? We did. 

We also encourage our subscribers to send us their individual questions and discuss the current market situation. Our goal is to enable you to increase your knowledge and investing sophistication.

Why we follow leading fund managers

  • One of the great – yet underrated ways to consistently outperform the broader stock market is to follow leading hedge fund managers with a low turnover rate. These leading hedge funds in an effort to unlock shareholder value buy a stake in a company and then pressure or work with the company to take steps to unlock shareholder value. By advocating change and using investment techniques unknown by most professional investors these traders manage to significantly outperform not only the broader stock market but 90% of their competition.
  • To back up our view, Economists cited a study that has become a focal point of the debate over the merits of activist investing. First published by Harvard Law Professor (and corporate governance guru) Lucian Bebchuk and two colleagues, the paper claims to be the first to look at the long-term effects of hedge fund activism on U.S. companies. The researchers studied all 2,000 interventions by activist hedge funds from 1994 through 2007, finding no evidence that target companies’ operating performance or stock prices suffered in the five years following the announcement of an activist fund campaign. On the contrary, the companies tended to do better after an activist fund’s intervention than during the three years beforehand.

Sample Hedge Fund Newsletter Publication

who subscribes

  • Media companies looking for story ideas and to stay in the know when it comes to shareholder activism and activist hedge fund trends.
  • Investment Banks get alerts on new campaigns and investment trends so you can offer your services in connection with a review of strategic alternatives. Research specific hedge funds and their trading strategies.
  • Hedge funds that are looking for trade idea generation help. This includes event-driven funds and asset firms that are looking to piggyback activists or find the next activist target.
  • Law firms, proxy solicitors, equity research analysts and shareholder activism departments at big banks that are looking to find new clients or offer their services.
  • Long/short investors and individual traders review a short-seller’s record to inform your decision on whether you should take a short position yourself or take the other side. View recent campaigns to generate new short/long ideas. We also offer short squeeze rankings and analysis to help you better time your trades and avoid painful pitfalls (trend change, material events, industry trend change, new regulations, days to cover ratios).
individual investors

Please choose your desired subscription. The buttons below will route you to complete the order. Once completed you will have access to the member area found under the account menu. Yearly subscribers get access to our Newsletter for free worth $199/month.

  • 30-DAY FREE TRIAL IS INCLUDED IN OUR QUARTERLY SUBSCRIPTION YOU CAN CANCEL ANY TIME AT NO COST
institutional investors

Banks, hedge funds, insurance companies, registered investment advisers, CTAs, mutual funds, endowments and pension plans . Two sub-accounts for your employees are included. Yearly subscribers get access to our Newsletter for free worth $599/month.

  • 30-DAY FREE TRIAL IS INCLUDED IN OUR QUARTERLY SUBSCRIPTION YOU CAN CANCEL ANY TIME AT NO COST