Adventity has established itself as the leading offshore equity and credit research service provider by offering complex, value-added solutions both in terms of coverage and products to our research Client base. We provide a completely customized end-to-end research model to benefit our Clients’ needs – services that range from building financial models to creation of investment research reports driven by thorough analysis and insights gleaned from primary research in addition to understanding of broad macroeconomic factors and context.
Asset managers rely on Adventity’s analyses for comprehensive investment opportunity screens and identification of under-valued investments, facilitating improved alpha generation and outperformance.
Equity Research
- Initiating coverage reports
- Earnings updates
- Sector investment thesis
- Event impact analysis
- Modeling and valuation
- Scorecards, alerts and early trend spotting
- Technical and regression analysis
Credit Research
- Capital structure analysis
- Fundamental credit analysis
- Covenant analysis and term sheet reconstruction
- Credit investment proposals
- Fixed income reports
- Information memoranda
- Credit risk assessments
- Generation of shadow ratings
- Sector commentaries and peer comps
- LBO modeling
- Relative valuation analysis
- Distressed analysis
- Portfolio maintenance
- Idea generation and opportunity identification
- Tracking / valuing CDO, CLO and MBS pools
Asset Management and PE / VC Support
- Global equities, credit, convertibles and commodities analysis
- Country / sector investment thesis
- Stock screening programs
- Due diligence
- Information memoranda and investor presentations
- Statistical analytics
- Valuation models
- Portfolio management
- Identification of trigger points and MIS
Key engagements
- Initiating coverage and regular maintenance of 240 US mid/small cap stocks and 110 international stocks for prominent east coast broker-dealer
- Complete end-to-end coverage, including published reports by Adventity Analysts, for Dubai-based financial conglomerate
- Supported multiple industry analysts as extension of in-house team for bulge bracket investment banks
- Complete end-to-end coverage and publishing calendar of MENA region stocks for Middle East expansion of North American broker dealer
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