Alpha Ark covers our thematic “best ideas,” both long and short, agnostic of market cap, industry or geography
We work with family offices and small hedge funds/long-only funds to provide bespoke investment research, with an emphasis on “boots on the ground” primary and industry research
Microcap Atlas is a project we embarked on to provide research covering 500+ global companies with a market cap below $500M, agnostic of industry or geography. Our goal is to include ~150 of these companies in active coverage, forming a model portfolio of 25-40 names