Portfolio ReviewDedicated analyst meetings on a monthly or quarterly basis – spend time reviewing UAFRS insights on your portfolio torpedoes and opportunities, and covering Valens’ best ideas and macro insights in depth.
Custom Screening SolutionsAccess the full suite of UAFRS data needed to sift through the noise. Looking for value or growth? Earnings expansion, or high-quality companies? Turnarounds or high-yielding names? Our solutions can help you narrow your search.
Analyst MeetingsWith this service, we also offer deeper due diligence offerings, including deeper focus on credit or equity and drivers of profitability, as well as the opportunities for a name on the long and short side, and other bespoke solutions.