Customized Investment Research for Hedge Funds
Explore custom research for:
New Investments
Stax’s equity research informs critical investment decisions, providing public investors with customized, proprietary and objective view of the markets and target companies of interest.
Stax answers critical investor questions with customized primary research and data not available in traditional sell-side research:
➤ Market opportunity segmentation
➤ Customer alignment needs mapping, vendor alignment and outlook by segment
➤ Competitive positioning and differentiation
➤ Right-to-win against competitors
➤ Growth opportunities, sequencing, and prioritization
We conduct interviews with industry experts, customers, and other stakeholders to build a robust fact-base of proprietary insights that provides hedge funds with the confidence to establish a new investment position.
Market Dislocation
Stax’s customized market research unpacks evolving market, customer, and competitive dynamics to understand likely growth outcomes and empower hedge funds to take advantage of market volatility.
Stax’s primary research identifies opportunities within high-volatility macro conditions that offer investors an edge over traditional sell-side research, including:
➤ Valuation discounts
➤ Up-to-date investment theses
➤ Insulated downside risk
Hedge funds can capitalize on market dislocations by understanding which assets are only temporarily underperforming, enabling them to react quickly and enhance returns.
IPOs
Stax's scaled primary research provides deep insights into private companies’ markets, growth drivers, and critical risks to growth, enabling hedge funds to discern attractive opportunities for early investment.
Our research helps hedge funds evaluate private companies that are expected to go public by analyzing:
➤ Customer stability
➤ Growth opportunities
➤ Competitive dynamics
We conduct interviews with customers, competitive leadership, channel partners, and other relevant stakeholders in addition to analyzing secondary research and data to answer investors’ individual questions.
Holdings
As macro positions and competitive dynamics change, Stax helps hedge funds re-evaluate their investment positions.
Our recurring research is completed on a quarterly basis and empowers hedge funds to pivot or validate current positions by:
➤ Identifying on-the-ground shifts in customer, competitive, and macro dynamics
➤ Counter-pointing sell-side research with voice-of-customer primary
Hedge funds can update investment strategies with greater speed and accuracy when they have a direct view into customer and competitive behaviors.
