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About
First Pacific has been assisting
firms in the US, Europe and the Far East since 1997. We source bespoke
independent research, assist research vendors with their sales and marketing as
well as advise on reducing operating costs
Clients include institutions,
hedge funds, high net worth individuals and professionals within the media and
corporate markets
It's also about the
research
Here is a snapshot of several identified providers that we have
worked with over the years:
H.C.
Wainwright & Co. Economics
Methodology: Fundamental,
Quantitative
Markets: US/Global
Equities, US/Global Fixed Income, Europe/United Kingdom, Asia, Latin America,
Commodities, Currencies, Emerging Markets
Topic: The Economy,
Market Commentary, Capital-market Research and Forecasts
Wainwright Economics
helps the institutional investment community in devising effective investment
strategies through intelligent use of market data and superior understanding of
how markets have behaved over time. Wainwright identifies and quantifies
financial prices that demonstrate predictive correlations with movements in a
variety of capital markets. They offer their investment clients significant,
accurate and timely information– –often at odds with Wall Street’s views––on
turning points in the business cycle and the performance of asset classes. The
firm does not rely on the traditional economic statistics that engage many Wall
Street economists. Wainwright’s research focuses on asset allocation,
interest-rate behaviour, industry rotation and style bets in the U.S. equity
markets, international markets and currency movements.
The focus of Wainwright’s
research is to identify, through empirical analysis, the best leading indicators
of economic and financial performance. Wainwright provides this information to
investors who use it to enhance expected return while at the same time reducing
risk.
Products:
The Interest-Rate Outlook
The Asset Selector
The Industry Selector
Currency Watch
The Capitalist
Perspective
The International
Barometer
Firm Background:
Founded in 1978,
Wainwright Economics is a Boston-based investment research and strategy firm
specializing in the objective, quantitative use of market prices to forecast the
Fed, the business cycle, earnings, equities (including various styles, such as
value vs. growth and large-cap vs. small-cap), industry rotation, bonds
(corporate and government) and currencies worldwide. Its Research Director David
Ranson has been a leading proponent of supply-side economics from the beginning
of the movement. Under his guidance the firm performs its analysis on the
frontiers of investment thought and practice. The prevailing philosophy is to
let the numbers tell the story—even if the result is at odds with conventional
thinking.
David Ranson, President,
is responsible for the firm's quantitative product. Mr. Ranson served with
George Schultz's staff at the Office of Management and Budget. Until 1976, he
was an assistant to the Secretary of the Treasury, William E. Simon. Mr. Ranson
holds BS. and MA degrees from Queen's College, Oxford, as well as an MBA and a
Ph.D. in business economics from the University of Chicago
Lombard Street Research, Ltd.
Methodology: N/A
Markets: United Kingdom/Europe, Global
Topic: Economic, Market Commentary, Consulting Services
Lombard Street Research provides economic commentary and
analysis on UK and international-related issues. LSR's international service
includes the Monthly International Review, an in-depth think piece on a topic of
the day, and monthly Global Leading Indicators. These publications cover
economic developments all over the world, but with a focus on the large G7
economies plus Spain and Sweden. The UK Service has four publications: Monthly
Economic Review, quarterly UK Economic Forecast of national output and major
economic aggregates, monthly Portfolio Strategy, and Total Returns Handbook, a
monthly review of the determinants of returns on the major investment asset
classes (equities, gilts, property, cash).
Products:
International Service: Monthly International Review and
Global Leading Indicators
UK service: Monthly Economic Review, UK Economic
Forecast, Portfolio Strategy, and Total Returns Handbook Analyst consultation
Access to Lombard Street Research’s web site Company and Analysts
Background:
Professor Tim Congdon CBE,
who, until recently was Managing Director of
Lombard’s UK Service, was appointed to the Treasury Panel of Independent
Forecasters and awarded the CBE for services to economic debate, prior to
joining LSR. Charles Dumas has been Managing Director of LSR's International
Service since 1999. Prior to joining Lombard Street Research, Mr. Dumas was
Chief European Economist at General Motors, taxation and public finance officer
at the Conservative Research Department, and a financial journalist at The
Economist.
Spin-Off
Advisors, LLC
Methodology: Fundamental
Markets: Global Equity
Topic: Transaction Analysis, IPOs, Arbitrage,
Long/Short, Consulting Services
Spin-Off Advisors offers comprehensive coverage of
spin-off situations including: coverage of recent spin-offs; potential
spin-offs; recent schedule 13 Filings; IPOs; insider transactions; carve-outs;
spin-off statistics; commentary and analyst opinion in a monthly report via
e-mail.
Products:
Monthly Spin-Off report
Analyst consultation
Analyst Background:
Joseph W. Cornell, CFA, President and controlling
principal of Spin-Off Advisors, L.L.C., has been publishing the monthly Spin-Off
report since 1997. Mr. Cornell obtained a BS in Economics & Finance and an MBA
from Loyola University of Chicago. He has worked exclusively in the investment
industry and has extensive investment management, trading and analytical
experience.
Marc
Faber Limited
Methodology: Contrarian
Markets: International,
Asia
Topic: Economic,
Political, Market Commentary, Consulting Services
Dr. Faber publishes a
widely read monthly investment newsletter, "THE GLOOM BOOM & DOOM" report, which
highlights unusual investment opportunities. Mr. Faber is well known for his "contrarian"
investment approach. The Asian Tech Stock News (ATSN) provides clients with a
web-based database of searchable Asian technology company information, articles
and archives.
Products:
"Gloom, Boom & Doom"
Asian Tech Stock News (ATSN) Consulting Services
Background:
Dr. Faber has lived in
Hong Kong since 1973, and founded Marc Faber Limited in 1990. From 1978 to
February 1990, he was a Managing Director of Drexel Burnham Lambert (HK) Ltd.
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