A US-based Asset Manager with 20+ years of experience and AUM of over USD2.5bn in the global capital markets reached out to JMI for equity research and valuation model support across multiple sectors.
JMI Implementation
Deploying resources: JMI offered a comprehensive coverage expansion support for the client through a dedicated team of equity research analysts to chase new investment opportunities.
Rigorous research: JMI performed fundamental research for in-depth analysis to build a detailed financial model and write investment memos.
Continuous support: JMI actively supported the portfolio manager to evaluate various new investment opportunities across multiple sectors.
Attending meetings: JMI team participated in calls with company management, sell-side analysts and industry experts to gain deep insights into the company and industry
New ideas: JMI team tracked non-core coverage to identify new investment opportunities.
Deliverables: JMI team developed primers, tearsheets and models along with key assumptions and worked on preparing notes updates for earnings, corporate actions, and news releases.
Portfolio tracking: JMI actively monitored companies under portfolio coverage and updated investment thesis with the impact event on portfolio entities and update existing models a significant event.
Value Delivered
Client could accelerate their equity coverage of investment universe by 20+ companies within a year.
JMI helped the client release significant management bandwidth and helped to focus on active portfolio management while chasing new investment opportunities.
JMI was as engaged by the company on a retainer basis to work with the asset manager.