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Equity Long / Short Case Study
Client Background: Our client, a USD 50 billion global diversified investment fund active in North America, Asia, Europe, and the Middle East, wanted to cost effectively increase its multi-industry, cross regional research capabilities.
Copal started to provide support in 2008, rapidly up scaling its commitment to establish a team of over 30 dedicated personnel supporting the fund’s investment professionals and back office monitoring staff.
Services Offered: Copal offers end-to-end services covering the entire investment cycle from target identification and investment due diligence, to portfolio monitoring. These include investment opportunity analysis, financial modeling and benchmarking, company research, trading comparables and investment updates.
Results: The client was able to utilize its internal research resources more efficiently and employ a more thorough and cost effective due diligence process. Furthermore, Copal Partners also improved the working environment for the client’s staff, enabling them to increase their focus on high end analysis rather than data mining and synthesis.
Contact us: hedge.fund@copalpartners.com
Case studies
- Asset Management
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- Consultancy
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- Coverage Teams
- Credit Research
- DCM
- ECM
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- Equity Long / Short
- Equity Research
- Fixed Income, Credit and Distressed
- Investor Relations
- Leveraged Finance
- M&A
- Private Equity - Strategy
- Private Equity - Portfolio Support
- Private Wealth Management
- Quantitative
