CARRAIGHILL
APPROACH
Carraighill’s unique approach is based on the application of clear analytical principles to complex financial systems and data sets.
We generate actionable insight, investment ideas and alpha for our clients.
1
Understand the
Country & Financial Ecosystem
2
Understand what is
Material & Relevant
3
Understand the
Investment Opportunity
Understanding
the Country
& Ecosystem
Benefits of Our Unique Approach
1
Frames the country and ecosystem in the context of its cyclical household government sectors and underlying industrial structure.
2
Identifies areas of controversy that helps improve systemic risk insight
3
Provides you with deep stock analysis and quickly distils the associated opportunity set.
4
Provides an all encompassing service from one firm, including a deep understanding of sectoral cash flow/ balance sheet drivers, domestic politics, regulation, interest rates, banking systems and associated investment ideas.
5
Eliminates noise and frees up your time, given our exhaustive “5 Whys?” approach to research.
6
Creates alpha-generating insight.
The Insight Universe
Carraighill generates investment ideas across a range of geographies and sectors including; Banks, Private Equity, Asset Managers, Real Estate, House Builders & Payments.
Financial Stock Universe
BANKS
PRIVATE EQUITY
ASSET MANAGERS
PROPERTY
PAYMENTS
EXCHANGES
SERVICE
OFFERINGS
Our reporting eliminates noise in investment markets and provides actionable insight and advice. Access to our reports are available in Research Access, Research Plus and Carraighill Advisory.