What to expect from Origo Research
Origo Research seeks to provide actionable, well-researched investment ideas stemming from practical experience at some of the most reputable buy side institutions.
Expect regular, high signal idea generation across the capital structure with a particular focus on complex & mispriced narratives with asymmetric potential.
Beyond idea generation, we place a strong emphasis on the tactical aspects of investing: scaling-in and out of trades, managing narrative rotations and macro overlays. We regularly update our views on the evolving R/R of any position.
Origo Research is uncompromising in its pursuit of edge through rigorous, differentiated analysis.
Upgrade benefits
Get access to underlying Excel files, private chat, Q&A on investment specific questions or broader industry insights from the inside.
Beyond just providing actionable investment insight, the aim is to help hone your investment process and think through scenarios and execution like a seasoned professional.
