Asset Managers and Hedge Funds

Overview

We offer comprehensive support to global asset managers, hedge funds, and private wealth advisors across asset classes, public and private investments, and industries. Our clients accrue business benefits such as improved alpha generation, fund outperformance, increased assets under management, fresh fund raises, and the expansion of their loyal investor base.
We provide our clients with the experience of working in an offshore office environment. This offers them benefits like actionable research insights and analytics, access to the research analyst, higher productivity, and lower costs.

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Segments We Serve

We specialize in equity, fixed income, macro, and ESG research, and provide a suite of offerings for multi-asset class fund managers, who benefit from our vast and deep experience in these asset classes.

Our team is sensitive and well-versed about the regional nuances of developed and emerging markets, LatAm, MENA, and other frontier markets. We cover all the mainstream sectors and sub-sectors under Russell 3000 index, including consumer discretionary, consumer staples, healthcare, financials, technology, communications, industrials, energy, utilities, real estate, and materials.

Our expertise in fundamental research, provides us an edge in providing clean, fundamentally accurate and reliable data to Quant fund managers, for running complex algorithms efficiently, and executing automated arbitrage trades with confidence.

Equity Research

We provide end-to-end equity research support including equity research coverage expansion, coverage maintenance/updates for earnings and corporate actions, investment idea generation, research production support, financial database and analytics solutions, and daily news updates and market wraps.


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Fixed Income and Credit Research

Our fixed income and credit research support spans across segments, including corporate credit, commercial banking risk underwriting, leverage loans, securitized credit, and public finance. We provide actionable research across investment idea generation, coverage initiation or expansion, coverage maintenance/updates for earnings.

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Environmental, Social and Governance (ESG)

The investors’ preference for sustainable investing is getting more formal as more and more funds have included it in its investment policies. Our Environment Social and Governance (ESG) Research support offers clients with more clarity on more sustainable investments options available in the market, stay away from the bad apples, and avoid any negative surprises.


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Digital Transformation

ValueAdd’s digital transformation services aim at offering intelligent transformation solutions than digitization or automation of processes. Our strong legacy of investment research experience with global financial institutions including investment banks, commercial banks, hedge funds, asset managers, sales and trading desks, institutional research desks, private equity and venture capital firms, and start-ups and mid-sized companies, offers significant domain expertise required for smart digital transformations. Learn More

Success Stories

Buy-side crossover and high yield research support

Investment management arm of a global insurance giant, based in the US. The investments were majorly in the US crossover and high yield bonds.

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Distressed debt research support for a US-based mid-sized asset manager firm

A mid-sized buy-side firm reached out to ValueAdd for stressed/ distressed debt origination support; it was a referral through one of our clients.

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Leveraged Loans Research for a US CLO fund

A newly set up multi-million-dollar US-based CLO fund based in New York.

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Credit research and shadow-rating support for US high yield and convertible bonds for a US based hedge fund

A US-based multi-billion-dollar hedge fund with high yield and convertible strategies. Had offices in New York and London.

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Buy-side Securitised credit Research Support

ABS/MBS fund manager of an investment management firm, based in the US.

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Buy-side Equity Research Support to a US-based asset manager

A US-based asset manager with 20+ years of experience in the global capital markets reached out to ValueAdd for equity research and valuation model support.

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Key
Differentiators

Our sharp research focus offers a good value to clients

We are a highly research-focused company offering cutting-edge research and analytics solutions to clients, thus offering accurate and reliable analysis to clients for more effective investment decisions.

Speedy coverage initiation and expansion

Our experience and understanding of the companies within key indices such as S&P500, Dow Jones, Itraxx, NASDAQ, FTSE, and Russell, benefits our clients with relatively speedy research initiation of the ideas, giving them first-mover advantage.

High-end research solutions

Our expertise in delivering complex valuations and analysis helps asset managers with an unbiased fundamental view, full-fledged working model for further fine-tuning, and to react fairly quickly in the market.

Specialist in mid-cap investment ideas

In addition to large-cap ideas, we are equally good with mid-cap or rather less-covered ideas. This unique feature offers an early-mover advantage to asset managers.

We understand the mid-market clients’ problems very well

Since inception, we have supported and are supporting many boutique to mid-sized clients grow exponentially. Having closely worked with the founders, partners, and CXOs of these firms, we understand their business problems and thus we have proven capability to address these problems to convert into opportunities for our clients.

The founder brings enriched global investment research experience from global investment banks and the best practices from the top outsourcing firms

The founder has over two decades of experience in banking, investment research, and outsourcing. He is ex-MS, ex-HSBC, ex-Capgemini, and managed several key transitions for large clients including Deutsche Bank, JP Morgan, HSBC, Barclays, Oaktree Capital, Keybanc, Cheyne Capital, Fajr Capital, Qatalyst Capital, and Dun & Bradstreet. Has been in leadership roles with some of the top outsourcing firms. The combined expertise of global investment banking and research and outsourcing business, offers a unique competitive advantage to our clients.

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    Key Insights

    The Indian Auto Components Industry: A Long-Term Bet!

    The Indian auto components industry had a turnover of USD 56.5 bn in FY22 and contributed to 2.3% of India’s GDP. As per Automobile Component Manufacturers Association (ACMA), the Indian auto component industry aims to achieve USD 200 bn in revenue by 2026 which is almost 4-fold growth from FY22 levels (37.2% CAGR between FY22-FY26E).

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    How Effective Is The Liquidity Tightening By Global Central Banks?

    How effective is the liquidity tightening by global central banks? The US interest rate is at its 3-year high of 4%, whereas inflation is at 7.75%, slightly coming off from its high of 8.20% in Sep 2022. However, the hawkish view of the FED may push the US economy into

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    China’s Real Estate Debt Slump – An Opportunity For Debt Investors

    Debt investors see an opportunity in China’s real estate debt slump As default dims the overall market Outlook, Investors worry about the repayment of $292 billion of debt coming due through 2023. The Chinese property developers experienced their first rejection from creditors for bond extension in June 2022. Fed rate

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    Top 7 Trends To Watch For In The Global Investment Banking Industry In 2022

    The outbreak of COVID-19 pandemic brought about an irrevocable change in the banking industry. While the pandemic prompted banks to adopt digital change in 2020 and 2021, that change would be institutionalised in 2022, marking the advent of a new normal. Post reopening of international markets, there was a

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    The Indian Pharmaceutical Growth Story Is Led By Demand For Generics, Specialty Drugs, And CMO/API

    The global pharmaceutical market is expected to grow at 3-6% CAGR to reach USD 1.6 Tn during 2021-2025, driven by growth in pharmaceutical demand in emerging markets such as Colombia, Chile, Philippines, Saudi Arabia, Taiwan, and Egypt, partially offset by lower growth in developed markets such as South Korea, Japan,

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    Top-5 Ways To Win Fund Manager Meetings?

    The real testimony of any sell-side analyst’s capability is how she or he wins the fund manager (FM) meetings or calls. However, despite having solid fundamentals and in-depth knowledge of their markets, and industries, few analysts are able to handle it properly. However, the hard fact is that not many

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    Is SPAC Emerging As An Alternate Option For Conventional IPOs And Private Equities In The US?

    Despite the economic and social disruption by COVID-19, the Special Purpose Acquisition Companies or SPAC issuances have surged in last two years. The popularity of SPAC is evident with growing average size of SPACs to 46% to $336mn in 2020 ($231mn in 2019).

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    CrowdStrike: Cloud Security Opportunity And Inorganic Growth Story Is Not Priced In Yet

    This article is originally published on Seeking Alpha, and highlights how Crowdstrike’s expanding module line-up in cloud security will drive future revenues and improve profitability in a burgeoning market for vulnerability management and a zero-trust environment.

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    How Important Is The Stalking Horse Bid For A 363 Liquidation Sale In A Bankruptcy Situation!

    Recently, while reviewing a US bankruptcy case we realized how important is the Stalking Horse Bidder and the Agreement in a liquidation scenario. Thought share some more details about the stalking horse bidding process.

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    Mallinckrodt Plc: When The Going Gets Tougher, Tougher Gets Going

    The liquidity crunch led by litigation resulted in bankruptcy of Mallinckrodt PLC (MNK). And, the unfavorable restructuring plan, large-sized debt, near-term maturities, and the topline concerns limit the recovery prospect!

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    Indian Broking Industry

    The Indian broking industry has withered all the headwinds in the past and has emerged as a stronger market participant in the financial market. This article highlights how the industry is coping up with the current challenges through changes in the business model, innovation in products and services, and other means.

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    Sheer Hard Work And Persistent Positive Energy Is A Good Recipe For Entrepreneurial Success! – Girish Bhise

    My first interview is public now! It feels so nice when a professional team recognizes your efforts. However during this interview I realized that a lot needs to be achieved and it’s a long way to go! Thank you EatMyNews for reaching out and offering me this platform to share

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    Global EV Market To Reach US$360bn In 2025

    The EV sector is all set to revive the slumped global auto sector.With global governmental policies and falling EV vehicle prices working in the sector’s favour, the industry could be valued at US$360bn by 2025 led by China & Europe.

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    Hertz Is A High-Probability Liquidation Scenario

    On May 22, 2020, Hertz Global Holdings Inc. (“Hertz,” “Company”) and some of its U.S. and Canadian subsidiaries filed for bankruptcy under Chapter 11. Hertz is a market leader in the car rental business with 100+ years of business legacy.

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    Salesforce’s Recent Acquisitions And Steady Streams Of Cash Flow Commands Further Premium

    Salesforce guided dim (FY21 Sales of USD20bn, 6% down from earlier company projections) for the rest of the year after Q1’21 results; maintains sales growth momentum.

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    Global Online Food Delivery Market Is Valued At US$182 Bn In 2024

    The global online food delivery market is expected to grow despite a short term slowdown due to the Covid-19 pandemic. The deal activity amidst the pandemic suggests potential growth in this sector. While the revenue is expected to grow at 7.5% CAGR, the ARPU is expected to plateau by 2024.

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    How To Outperform In Your First 90 Days At Your New Job?

    This article highlights the significance of the first 90 days of any new hire in any organization. The first 90-days are equally important be it a campus-hire or a lateral; and proportionately important across the corporate structure (i.e. from a fresher to a senior management executive).

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    Is The Indian Debt Market Dented With Credit, Interest, Liquidity Risk, And A Looming Default Risk?

    With the rise in the Covid-19 pandemic, a dramatic impact has been observed on the global economy and financial markets. To keep running the financial system, several central banks around the globe have dropped the interest rates to nearly zero.

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    Are The Boutique Investment Banks Making A Strong Comeback?

    This article presents a short summary of trends in investment banking (pre-and-post credit crisis), and also highlights key features of boutique investment banks, its differentiators, and some key challenges.

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    Key Learning From The US Public Finance Bankruptcy Cases

    As an asset class, public finance was & is always considered to be the safe haven for conservative investors, and a good hedging instrument for active investors in the capital markets.

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    Capital Market Themes In 2016 – A Buyside Perspective

    The beginning of a new year is always a good time to look back at the bygone year, to reflect on key trends, note key learning, and plan ahead for the new year. When I reviewed capital market events in 2016 from a buyside (asset management) perspective

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    Is Atwood Oceanics An Opportunity In Disguise?

    The oil and gas drilling services industry is under acute pressure due to low crude oil prices, sluggish demand, and an excess supply of rigs. Drillers are facing contracting backlogs, difficulty locking in new contracts, and declining utilization and day rates.

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    Dubai’s Budget Hotel Industry Will Outperform The Broader Market. Here’s Why.

    Dubai hotel industry is gearing to meet the potential demand expected in Dubai through 2020. It is expected to service ~20 million tourists in 2020, on the back of i) Dubai’s Expo 2020, ii) a host of upcoming tourist attractions, and iii) a steady economic growth despite the oil price slump.

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    FinTech: Is This Set To Poise As A Neo-Banking Or Is Only The Noise?

    FinTech is a buzzword that has been constantly making the right noise in technology, investments and start-up circles since last two decades. Investors across the globe are following it close on their heels.

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    Value-Addition – An Effective Tool To Achieve 100% Client Delight

    The client expectation (i.e. perceived value or standard baseline or benchmark expectation) is like an inflation that will always increase year on year. And, it is important to meet these accelerating expectations to keep clients satisfied.

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    Trending Ideas – Will SABIC Sail Through Rough Waters?

    Saudi Basic Industries Corporation’s (SABIC) wide product portfolio, economies of scale and diversified geographical mix to help steer performance through the challenging markets. Slow demand recovery, increased feedstock cost and lower product prices would lower FY 2016 earnings.

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