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Institutional Investors Incorporate Independent Research to beat the S&P 500 in Dismal Bear Market, E.B. Capital Markets, LLC Experiencing Surge of new Research Clients Investment managers are increasingly turning to independent research in order to beat passive indexes and survive the bear market. E.B. Capital Markets, LLC is seeing a surge of interest in its independent research thanks to a 14% return in 2008. Durham, NH (PRWEB) April 23, 2008 -- Over the next few weeks millions of investors will pour over mutual fund statements. Many will make a change. In response, mutual fund managers are looking for new ways to improve returns and grow assets. One way they're choosing is to embrace independent research.
In 2008, investment managers will spend an estimated $6 billion investor dollars on external research products, according to a 2006 study by TABB Group. Most will go to big Wall Street brokerage firms rather than small independents. The sub prime inspired recession; over $200 billion and rising in bank write-downs and the Bear Stearns collapse have investors questioning why their investment dollars are being spent on research from these same big brokerage firms.
Professional money managers are painfully realizing to survive and thrive in this market they have to think beyond traditional sources of information and incorporate research blending the best of technical, fundamental and seasonality research.
"Investment managers are too complacent and investors are going to continue to demand higher returns. One way managers can improve returns is access to information, and that includes independent research," said Ed Sheidlower, portfolio manager of the Bryce Capital Value Fund, the second highest performing fund in its category year-to-date.
"The marketplace for research is eerily similar to the post-Enron recession five years ago. In 2002, regulators forced brokerage firms to embrace independent research. Today, institutional portfolio managers are taking it upon themselves to search out the best research and are finding it often comes off-Wall Street," said Todd Campbell, President of E.B. Capital Markets, LLC. "The ability to outperform passive indexes always comes back to access to valuable information."
"There is a tidal wave occurring in the investment world as professional managers look across styles to find the best performing stocks," said Campbell. "If managers can't generate returns higher than the indexes, they'll lose assets and disappear. Invariably, professionals are turning to a fusion approach to stock picking, recognizing the best performers can be better identified by considering as much information as possible. Our research is a branch for surviving market quicksand."
In 2008, E.B. Capital Markets unique research approach has generated a 14% return with no turnover, significantly ahead of the -5.46% decline in the S&P 500 and higher than every one of the 9224 diversified mutual funds tracked by Morningstar. The research blends the best of technical, fundamental and seasonality research to find winners from a 2000 stock universe.
The S&P 500 is the most benchmarked index in the world and the de facto measurement of mutual fund success or failure. E.B. Capital Markets is 20% ahead of the S&P 500 in 2008.
One of the unique aspects of E.B. Capital Markets approach is the integration of seasonality research. In response to growing demand for independent research, E.B. Capital Markets has begun offering free 30-day research trials to qualified investors and institutional portfolio managers. "There was demand for our research to begin with, but now with our free 30 day trial, it has been like opening a floodgate as far as new clients," said Campbell. "The reason is simple - the numbers speak for themselves."
For additional information on E.B. Capital Markets, LLC, contact Todd Campbell or visit www.ebcapitalmarkets.com.
About E.B. Capital Markets, LLC
E.B. Capital Markets, LLC provides domestic and international equity research to institutional portfolio managers. Founded in 2003 by equity research veteran Todd Campbell, E.B. Capital Markets, LLC seeks to generate excess returns to benchmarks by using a proprietary stock selection criteria.
Contact: Todd Campbell, President E.B. Capital Markets, LLC 603-742-7100
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