Perceptive Investment Research provides deep fundamental analysis on investment ideas that we believe have exceptional risk-return characteristics. We conduct extensive research to identify securities that we view as being materially mispriced. We then seek to understand why the mispricing is occurring and try to identify a path towards repricing to a level more consistent with intrinsic value.
Focused idea generation saves subscribers time and effort
We search the global universe of investments to create a short-list of potential ideas. We then conduct exhaustive fundamental research to narrow the opportunity set to provide subscribers with only those investment ideas that we believe have the best risk-return profiles.
Exclusive focus on highest conviction ideas yields deeper insights
Our small coverage universe enables us to provide deep and insightful research. We generally expect to provide in-depth coverage on just 4-8 investment ideas per year. We believe this enables us to provide the most in-depth coverage on our highest confidence ideas.
Unconstrained coverage universe provides a wider opportunity set relative to conventional research
We have complete flexibility in terms of industry sector, company size, security type (equities, fixed income, commodities, etc.), trade type (long/short, pair trade), and geographic region.
About the Founder
David Fisher is the founder of Perceptive Investment Research. Mr. Fisher is an avid investor. From 2008 to 2016, Mr. Fisher held various analytical roles at Standard & Poor’s Corporate Ratings, including acting as the primary analyst on several issuers in the technology and chemicals industries for a number of years. Before joining Standard & Poor’s, Mr. Fisher worked for a short period of time as a Junior Research Analyst at Venator Capital Management Ltd., a hedge fund that is headquartered in Toronto. Mr. Fisher is a CFA Charterholder and has a B.A. from Carleton University and an MBA from Sir Wilfred Laurier University.
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