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Investment Research

Investment Research

Our Corporate Access program focuses on building relationships between a wide range of publicly traded companies and our clients. We have extensive experience with corporate managements and have executed company buyback programs in our history. By utilizing our relationships and access to companies listed on various exchanges, we facilitate conferences, one-on-ones, and conference calls with industry experts and senior managements. We have developed a system in which cross references public companies with their competitor’s largest holders to target potential investors. This process has been one of many successful tools that have helped us host over 100 management meetings in the last year. Without the influence of investment banking, FBN works closely with corporate executives to target specific investors who have shown interest in their companies. Hosted events offer the opportunity to provide the investment community with access to managements of some of the top discovered and undiscovered companies in the world. The program is designed to provide public information in an organized forum, while relieving management from much of the additional call volume they currently manage after their traditional conference calls. Our deep involvement in the process helps keep us at the pulse of various themes communicated by executive managements and allows us to offer further insight to our clients.

  • TECHNOLOGY INFRASTRUCTURE
  • CABLE, MEDIA & ENTERTAINMENT
  • MERGER ARBITRAGE & EVENT DRIVEN
  • MACROECNOMIC & TECHNICAL COMMENTARY
  • DERIVATIVE HEDGING & STRATEGY

Technology Infrastructure

  • FBN provides research on companies in the following sub sectors within the technology industry
    • Internet
    • Big Data & Cloud
    • Networking & Security
    • IT Hardware & Enterprise Storage
  • Utilize a rigorous bottom-up approach to analyze and model companies in order to provide actionable stock recommendations.
  • Maintain strong relationships with management teams which allows us to better analyze company business plans, customer relationships, and product strategies.
  • Leverage channel relationships in both the U.S. and abroad that better enables us to determine trends and obtain relevant data on our coverage list.
  • Host semi-annual Silicon Valley bus tours in which we introduce clients to senior management of noteworthy public and private technology companies.

Cable, Media & Entertainment

  • We cover companies across the cable, media and entertainment industries and our analyst is formerly ranked the #1 stock picker in the media industry in the Forbes / StarMine Analyst
  • Our analyst has been especially known for the past two decades for his understanding and coverage of the Liberty stocks and companies related to
  • Differentiated research from our competitors due to our expertise in corporate structure and tax
  • Dedicated focus on deciphering complex filings in this space in order to uncover investment
  • Deep management relationships in the industry allow us to offer value-added corporate access meetings to our

Merger Arbitrage & Event Driven

  • Mergers and Acquisitions
    • Friendly, hostiles and rumored
  • Proration arbitrage
    • Mix and match elections, dutch and partial tenders, split-offs, rights offers
  • Event volatility and structured equity arbitrage
    • Holdco/subsidiary multi-leg trades,
      pair trades, and capital structure trades
  • Unique alpha opportunities within catalyst-driven long-only strategies
    • Spinoffs, activist, contingent value
      rights, and distressed securities
    • Strive to assist clients in generating significant market returns while managing risk and downside exposure.
    • Provide customized strategies as well as risk/reward probabilities in order to optimize arbitrage opportunities.
    • Strive to assist clients in generating significant market returns while managing risk and downside exposure.

Macroecnomic & Technical Commentary

  • Offer an interesting and differentiated perspective from both the macroeconomic and technical standpoint.
  • Leverage extensive experience in fundamental long-short, statistical arbitrage, global macro, and CTA strategies to formulate our investment thesis..
  • Provide not only short-term S&P 500 price targets, but also expectations for the market over the medium and long-term..
  • Release important intraday updates and timely research that are relevant to both portfolio managers and traders.
  • Perform custom technical work on client portfolios to help spot trend changes, and provide actionable entry and exits points..

Derivative Hedging & Strategy

  • Utilize our experience to assist clients in real-time risk management and portfolio enhancement.
  • Uncover value through market interpretation, trade design, and execution.
  • Focus on taking advantage of discrepancies across the capital structure.
  • Provide portfolio analysis to determine optimal avenues of hedging.
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