A new, niche and better way to screen and filter investment ideas.

We run screens and build a database of US-listed companies that pass stringent qualitative criteria, which are either ignored or buried with other ideas.

1. Management Change

Past performance of a newly appointed CEO is evaluated every time a company experiences “CEO Change”.

2. Shareholder Activism

In addition to summarizing activist situations, we highlight key situations.

3. Audit Analytics

We monitor and highlight significant audit reports.