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Kedge Research

Institutional-Grade Equity Research for Hedge Funds and Asset Managers

Overview

Proprietary equity research and investment analysis for hedge funds, family offices, and institutional investors. Deep-dive company coverage, sector analysis, and blue book publications with actionable insights for portfolio construction and capital allocation decisions.

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Equity Research

Deep-dive company analysis with rigorous financial modelling, valuation, and investment thesis development.

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Sector Analysis

In-depth sector research covering market dynamics, competitive positioning, and growth drivers across industries.

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Investment Recommendations

Actionable buy/sell/hold recommendations backed by rigorous fundamental analysis and proprietary frameworks.

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Custom Research

Tailored research mandates for institutional clients including blue book publications and thematic reports.

What We Offer

Institutional-Grade Investment Research Reports
Sector & Industry Research
Blue Book Publications
Advanced Financial Modelling
Multi-Methodology Valuation Analysis
Value Creation Research
M&A Analysis & Spin-off Analysis
Management Quality Assessment
Risk Analysis & Scenario Planning

Key Metrics

50+
Research Reports Published
25+
Companies Covered
10+
Institutional Clients
$5B+ AUM
Clients Served

Deliverables

📋 Blue Books (Full Company Analysis)
📋 M&A Analysis & Spin-off Analysis
📋 Equity Research Reports
📋 Valuation Analysis (DCF, Multiples, Asset-Based)
📋 Detailed Financial Models
📋 Value-Added Research
📋 Investment Theses & Memos
📋 Risk Assessment & Scenario Analysis

Case Studies

Hedge Fund Research | European Banking & Chinese Solar

Financial Services & Renewable Energy

Context

Hedge fund client required deep-dive institutional research on a Greek banking institution (€2.8B market cap) and a Chinese solar manufacturer ($324M market cap).

Approach

Delivered institutional-grade blue book reports of 140+ pages and 57+ pages respectively using our proprietary 12-stage research methodology. Analysis covered decade-long historical performance plus five-year forward projections with detailed financial modeling.

Results

  • 140+ page institutional blue book on Greek banking institution
  • 57+ page in-depth analysis on Chinese solar manufacturer
  • 12-stage proprietary research methodology applied
  • Decade-long historical analysis with 5-year projections

Institutional Blue Book Series | Multi-Sector Coverage

Technology, Industrials, Energy

Context

Hedge fund clients required institutional-grade research across multiple sectors including technology, industrials, and energy.

Approach

Produced 50-190 page institutional research reports (blue books) covering companies listed on global exchanges. Applied rigorous fundamental analysis, financial modeling, and valuation frameworks.

Results

  • 50-190 page institutional reports produced per company
  • Coverage across global exchanges and multiple sectors
  • Serving clients managing $1B+ in assets under management
  • Full-spectrum coverage across technology, industrials, and energy sectors

Access Institutional-Grade Research

Looking for institutional-grade research and investment analysis? Let's explore how Kedge Research can support your investment decisions.

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