Hedge Funds

Copal Partners provides its buy-side clients with thoughtful and in-depth analysis based on a combination of primary and secondary research. Our clients include a range of equity, credit, industry-specific and emerging market funds, as well as funds of funds.

Copal’s buy-side offering includes research services and support covering all asset classes, sectors and geographical regions. We provide both on-shore and off-shore teams according to the client’s preferred engagement model. Our research professionals are highly skilled, with approximately 90% being either MBA or CFA qualified, or chartered accountants.

As part of its research and ongoing client engagement process, Copal creates detailed methodology documents for each client and product. These guidelines detail not only the specific technical requirements of each product, but also the preferred style and research technique of the individual client.

Our research process involves secondary analysis on markets, industry segments, and individual companies, to be followed by primary validation research using surveys of all relevant parties and interviews with industry experts and consultants. Detailed analyses and syntheses are then conducted to ensure our research is fully comprehensive.

We also offer comprehensive model building for equity and credit investments in all sectors. These financial models may be dynamic and connected with live market data feeds. They can also include various investment triggers designed to highlight changes in sentiment and expected future price movements.

By working with Copal Partners our clients can both reduce the expense of investment research, cost effectively increase due diligence within the investment appraisal and management process and improve flexibility by scaling research staff to match activity levels.