Our Services

Equisights Research is an independent sell side research firm. Our business is producing, distributing and marketing high-quality investment research. That’s what we do today, and that’s what we’ve done every day since our last 10 years. Currently, Equisights serves to several notable buy-side funds, RIAs, family offices, and over 1,000 institutional relationships, who take positions across our coverage universe and manage portfolios ranging from $100 million to $1 billion in assets.

COMPREHENSIVE FUNDAMENTAL RESEARCH

Reports & Ratings on our Coverage universe: Equisights serves to several notable buy-side funds, RIAs, family offices, and over 1,000 institutional relationships, who take positions across our coverage universe and manage portfolios ranging from $100 million to $1 billion in assets.

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THE EQUISIGHTS ALPHA LIST (EAL) & PORTFOLIO STRATEGIES

The Equisights Alpha List (EAL) is our high-conviction selection of stocks that we believe have the potential to significantly outperform the overall market and their respective sectors over the next twelve months. Equisights has developed a variety of portfolio strategies which reflect varying investment objectives. If you would like to view the latest version of our Equisights Alpha List and learn more about our product, please send us an email at info@equisights.com

COMPANY SPONSORED RESEARCH (CSR) PROGRAM

At Equisights Research, we aim to help companies gain much-needed attention, particularly those characterized by negative earnings or cash flow due to their development stage, shifts in business model, heavy investment, or restructuring costs. These companies are often deemed potentially volatile by the investment community.

Our firm’s well-established prowess in the small and micro-cap sectors ideally positions us to fill the void these companies face in finding responsible and active coverage. Our report service includes an initial launch report that presents a comprehensive investment thesis, detailed earnings and growth analysis, an evaluation of management and associated risks, and an in-depth valuation analysis. The report also features financial and peer group tables. Updated quarterly, this report aims to provide potential investors with a clear understanding of a company’s strengths and opportunities. This approach enables our sponsored research clients to rapidly and effectively reach the buy side.

Each sponsored research report we prepare is sent to our mailing list of dedicated sectoral buy-side readers, which includes over 5,000 pure buy-side professionals, ensuring that our clients’ stories are heard by the right audience from the Equisights’ network. Overall, through the Equisights distribution network, we reach financial advisors, institutional money managers, and retail investors across multiple platforms, ensuring broad visibility and engagement with our research.

TRADE IDEAS & SPECIAL SITUATIONS

Equisights Research covers over 500 companies and distributes insights across 12 major platforms, with our research accessed daily by hundreds of institutional investors. Leveraging over three years of supporting the buy-side community, we have developed a robust trade ideas product aimed at helping institutional investors achieve exceptional returns.

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