Equity Long / Short Funds

Copal Partners provides a ‘bottom up’ fundamental analysis of companies and a ‘top down’ analysis of risks, market trends, and macroeconomic variables.

Our research teams provide the following principal products and services for equity funds:

Valuation and modeling

• Benchmarking

• Comparable company analysis

• DCF modeling and sensitivity analysis

• Full financial modeling

• Investment idea validation

• Market screening

• Portfolio monitoring and performance analysis

• Regression testing of trading strategies

Qualitative and descriptive

• Gathering and analyzing market data

• Industry data point gathering and tracking

• Interviews with industry / subject experts

• Niche industry / thematic sector research

• Periodic company or industry updates and monitoring

• Surveys of customers, suppliers and partners

Contact us: hedge.fund@copalpartners.com