About Us

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.

 

Differentiated Research

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.

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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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