Institutional Edge

For investment funds and financial institutions seeking to improve their performance

Who it’s For: Institutional investors (fund managers, executives of endowments) with AUM in excess of $100 million.

Overview: Financial institutions and professionally managed fund managers accepted into this program will receive our entire universe of research coverage in addition to our written and video research publications. They will also be provided with a monthly discussion and analysis focused on the US capital markets along with a Q&A session for up to 10 eligible participants.

How it Works: In addition to the monthly conference calls, team members of the participating fund or financial institution will receive a total of 20 hours of live consulting time with Mike Stathis. 

Topics of discussion include but are not limited to market valuation, market forecasting, securities analysis (fundamental and technical), trading strategies, asset allocation, economic analysis and forecasting, real estate, as well as specific topics in private equity, venture capital such as intellectual property, biopharmaceuticals, healthcare IT and telemedicine.           

We also provide customized securities research and analysis at a substantial discount for enrollees of the Institutional Edge.

Email us for details. Upon verification of your credentials, we will arrange for a follow-up phone conference to discuss the options available in this platform.

Cost: please inquire with the details of your fund or firm, the number of advisers/fund managers and analysts, AUM and other relevant information. 

NOTE: You must be approved in order to enroll into this program. We reserve the right to reject any applicants we believe could use our research in a manner that violates our Terms of Service. Due to time constraints, this program is extremely limited on a first-come basis.