Newsletters

Our free Investor Essentials Daily gets sent to your inbox with important insights using Uniform Accounting. The Monday issue is on the economy, Tuesday to Thursday are about specific equity or credit names, and with a portfolio review on Friday.

Our Quality, Growth, and Valuation screen shows the top 50 companies which exhibit high returns, high growth, and low valuations. Since its inception, the QGV top 50 has returned 10.3% annually, compared to the Russell 3000’s return of 7.6%.

This package includes several insightful equity pieces. The first two are our Conviction Long List and Thematic Short List. Also included are our top picks of the week, management sentiment trends, and trends in corporate communication and valuation.

Receive two weekly reports highlighting the best credit insights of the week. This includes top dislocations, quantitative credit screens, aggregate credit market analysis, and a list of Valens Credit Ratings.