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Sep 18, 2017
BNP Paribas

BNP Paribas is a France-based company engaged in the financial industry. The Company provides banking and financial services. The Company […]

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Sep 11, 2017
SoftBank

SoftBank Group Corp., formerly SoftBank Corp., is a holding company. The Company is engaged in various businesses in the information […]

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Sep 4, 2017
Royal Dutch Shell

The Royal Dutch Shell plc explores for crude oil and natural gas around the world, both in conventional fields and […]

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Aug 31, 2017
Japan Equity Overweight

The Japan economy is picking up. GDP has been decently strong for six quarters, last quarter +2.5%. We are positioning […]

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REPORTS

Symphony Communications Services (“Symphony”) is a secure cloud communication service replaces multiple sources of unsecured, low security digital comms used […]

Many of the big financial institutions invest considerable effort to compile a forecast for the year ahead. It is maybe…

Owl Rock Capital is our preferred exposure to US Direct Lending and provides a superior dividend yield with strong risk…

High quality and systemically important French Banking giant. BNP’s superior fundamentals and management has allowed it to handle Eurozone…