Entext provides leading institutional investors from hedge funds to family offices and endowments with distinctive asset allocation and thematic research. We seek actionable, agnostic insights that challenge the market consensus and have a demonstrable track record in identifying key secular trends as well as tactical cross-asset inflection points, amid the confirmation bias and crowding that typifies much sell-side analysis.
For instance, from Q4 2021 through end 2022, long tangible versus intangible earnings (global energy, industrials and materials), short equity/bond duration and tilting to equal weight equity indices were key Alpha generating themes. Coming into Q4 22, we advocated a contrarian overweight on Europe within MSCI AC. In early Q1 23, we closed the underweight US tech stance on the prospect of AI as a new top line growth narrative and reiterated the structurally bullish Japan view.
Thematic coverage of key structural sector level trends is expressed via baskets of liquid global stocks - in 2023, we generated triple digit returns from names such as Rolls Royce, Advantest, Meta, Wiwynn, Square Enix, and Global Unichip.
Please contact us for further details or visit ENTX <Go> on Bloomberg for trial entitlement.
Access is also available by request via other leading financial data platforms including Refinitiv and FactSet
Proven Alpha Generation
Our analysis is designed to be highly actionable via transparent tactical positions and stock baskets to express macro and thematic views.
A sample track record of contrarian, uncorrelated ideas over recent years is available.
Cohesive Multi-Asset Analysis
We seek to cut through market noise to identify critical trends and inflection points in relative performance - and make that process an incisive and stimulating read.
Our Market Insight note covers key structural themes and tactical opportunities. Clients regard the analysis as unusually wide ranging, asset agnostic and coherent.
Macro Impact of Technology
Understanding the portfolio implications of key technology trends, from evolving EV battery chemistries to the impact of the AI boom on chip and server architecture, is a key differentiating feature of our analysis.
Please contact us for details of a trial subscription and client roadshows.