Origo Research seeks to provide actionable, well-researched investment ideas stemming from practical experience at some of the most reputable buy side institutions including over $5B of capital deployed in public & private markets.
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 differentiated analysis and aims to deliver IC quality output within a digestible and “to the point” format.
For institutional & bespoke research products: contact@origoresearch.com
This publication is for education purposes only and does not constitute financial advice or a recommendation to buy, sell or dispose of any investment. Always do your own research.
