Institutional Investors
We can customize a package so that you pay only for the research of interest to you along with the right level of analyst consultations. Choose from among the institutional-strength research below, or receive a daily data file with just the data points and ADRs of interest to you, that you can share throughout your organization and incorporate into your existing investment process.
1. Latin Capital Market Flash Reports
"Value Line" style reference guide combining fundamental analysis with concise commentary and ratings. Actionable notes on recent recommendations and company developments
2. Latin Capital Market Outlook
Monthly outlook for the Latin Beat Stock Index, ideal for PMs employing a sector-rotation strategy. Contains 2-3 featured stocks, recap of all monthly alerts and summary recommendations and valuations on 50+ major Latin stocks.
3. Latin Capital Market Special Reports
Quarterly Investment Strategy report, ideal for general portfolio managers. Ideal way to cover one investment theme each quarter and the relevant stocks that may benefit. Covers the core Latin stocks that may benefit.
4. Latin Capital Market Expert Reviews
Custom research and expert reviews are available on a project basis. Please contact us to discuss your needs and obtain a quote.
5. Latin Capital Market Custom data feed
Receive a data file with the thousands of fundamental data points we calculate each day. Then integrate it into your existing investment process and share it throughout your organization, helping to ensure that your ADR portfolios meet the highest standards of due diligence. Data file is created based on client specifications.
Flexible payment options
Although hard dollars are always welcome, our research is consistent with the SEC's guidance on what constitutes "research" for purposes of the safe harbor under Section 28(e) of the Securities Exchange Act of 1934. We can work with the broker of your choice should you wish to pay with soft dollar commissions. Either way, we can create a custom package that insures you pay only for the research of interest to you.
Contact us for a consultation or download a brochure summarizing our research products and why they represent a better approach to ADRs.