Integrated investment research for public equity investors

Generating alpha in a hyper-competitive market against the backdrop of an increasingly challenging macroeconomic environment requires an investment research approach that is laser focused and differentiated. As a public equity investor, the number one goal is to effortlessly find unique insights that cut through the noise and meaningfully impact investment decisions. With our suite of research products, Third Bridge is enabling investors to do just this as the market leader providing an integrated research experience.

Although useful throughout the entire investment research process, Third Bridge Maps is often a good place to start thanks to its single view of company value chains, spanning key customers, suppliers and competitors. From here, investors can pivot to Forum, analyst-led interviews with industry experts, to identify opportunities — and risks — ahead of their peers. 

As well as Forum, Third Bridge also offers investor-led Community transcripts of Interviews generated from discussions between investors and leading experts, offering unique investor insights into companies, markets and investor sentiment. Community content helps equity investors understand how their peers are thinking and what companies they are watching.

While conventional sell-side industry research often leaves questions unanswered and can be prone to bias, the level of detail found across Forum and Community Interviews ensures investors are able to “sense check” their own thesis, with insights distilled for each company or sector. 

Meanwhile, armed with information obtained from Maps, Forum and Community content, investors can get under the bonnet of an industry or company through Connections, our expert network.

Common challenges facing equity investors:

  • Specialised information is hard to find
  • Macro drivers tend to dominate stock selection
  • Trades can be crowded
  • Fees and regulatory pressure are squeezing research (see a related article).

How equity investors are transforming their investment research with Third Bridge:

  • Explore value chains on Maps
  • Quickly understand the fundamentals of a company or sector using our powerful search engine for Forum and Community content
  • Discover what peers are thinking
  • Obtain powerful, differentiated views
  • Better understand contrarian views to strengthen an investment thesis or catalyse reconsideration of risk/reward 
  • Proactive coverage  leaves no stone unturned
  • Cost and time-efficient access to unfiltered insights 

We know that public equity investors are always looking for new investment angles and alternative viewpoints to gain a competitive edge. Forum offers the biggest breadth and depth of public company and sector coverage, including insights from former company executives across departments as well as customers.

Investors also benefit from Forum’s deep coverage of private companies as they assess the broader competitive landscape and conduct research ahead of a rumoured or verified IPO. Leveraging historical insights and data not typically available from other sources helps investors fill the gaps left by conventional research. 

Forum also closely follows the leading innovations from private equity and venture capital-backed disruptors that have the potential to shape future industries and markets, meaning investors who use Forum can rest assured they will always be ahead of the curve.

Forum and Community are also powerful tools that can be used during management due diligence. Interviews contain rich insights that lay the foundation as investors craft questions that get to the crux of critical company matters. By asking business-critical questions that are often overlooked or on factors that are not widely known, investors are able to get under the skin of a company or sector, reaching a final investment decision faster – and with greater conviction. 

Ultimately, public equity investors who use Third Bridge as a trusted research partner are consistently in a stronger position than the competition to determine whether or not they should buy a company’s stock and what it could eventually be worth. Time is of the essence when it comes to equity investments. Our integrated research approach does the heavy lifting so investors have more time to spend assessing companies. 

The information used in compiling this document has been obtained by Third Bridge from experts participating in Forum Interviews. Third Bridge does not warrant the accuracy of the information and has not independently verified it. It should not be regarded as a trade recommendation or form the basis of any investment decision.

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