Our value-quality PH Score model is an accounting-based performance metric-based strategy. The model is important as a useful tool/starting point to uncover opportunities and prospective portfolio candidates which -with all its subtleties- we appreciate is a rigorous process. We are too humble and experienced to blow our own trumpet!
The PH Score is trademarked and back tested for Developed and Emerging Markets. The model generates a high Qspread return and information coefficient. We supply succinct value-added ideas on top decile opportunities by drilling into detail in order to generate alpha and support
investor decision-making. We add value through experience and context. You gain access to our views by regular telephone,
email, Zoom, and face-to-face contact. Our business model is based on adding value through interaction.
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Quantamental-driven
Investment Ideas
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Alpha-generated Opportunity
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Models
and Valuation
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Deep Due Diligence and Specialist Insight
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Written and Verbal Communication ✔
Network
Access
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One-to-one Interaction
CP Flagship Quantamental Bank Product Services
Quarterly Cutting-Edge Analysis from our
proprietary PH bank model.
Extensive and thorough Global Coverage.
Focus on Change and Fundamental momentum of
listed bank shares within a Value-Quality System.
Pinpointing Long/Short and/or Long Only
Opportunities.
Specific jurisdiction or individual bank analysis.
Specific matters related to Technology, Regulation, Policymaking worldwide plus
varied topics spanning the Banking Universe.
Regular (unlimited) contact and access by
email, telephone, Zoom, and/or face-to-face meetings.
Network Access
CP Quantamental Trade Idea Generation
Pinpointing Long/Short
and/or Long Only Opportunities. This includes provision of alpha-generated share opportunities across global bourses pinpointed by Creative
Portfolios on a regular basis.
Pinpointing specific bank share opportunities across jurisdictions: USA Service, UK Service, EUROPE Service, JAPAN Service, ASIA excl. JAPAN Service, LATAM
Service, and EM Service.
Regular (unlimited)
contact and access by email, telephone, Zoom, and/or face-to-face
meetings.
