Our Proprietary Equity Research
Research paper: Private Credit Firms within Mexico - Research Paper Mexico Private Credit Firms.pdf
This research paper examines private credit firms in Mexico, highlighting their role in the country's financial sector. It covers both local and national institutions that contribute to the dynamic financial landscape and includes a list of firms operating in the country.
Research Paper: Understanding Pension Plans, Government ROI, and Investment Structures in Mexico: A Comparative Perspective with the US - Equity Research for Pension Plans .pdf
This paper analyzes the transformation of Mexico's pension system from a state-managed to a privatized model, focusing on investment vehicles like AFORES and Seguros. It evaluates the returns and competitiveness of the country's pension structures.
Research paper: Portable Restroom and Rental Construction Solutions in the USA: Focus on California's San Francisco Bay Area and Sacramento - Research Paper Portable Restroom and Rental Construction.pdf
This paper explores the portable restroom and rental construction sector in California, focusing on its importance for events, construction, and public gatherings. It examines the competitive landscape, key players, and market trends, particularly in major metropolitan areas like the San Francisco Bay Area and Sacramento.
Research Paper: Crematorium Within the US, specified in California and Nevada - Research Paper Crematorium within the US.pdf
This equity research focuses on crematoriums in the US, with a particular emphasis on California and Nevada. It highlights the significant market presence of these facilities, their role in the funeral service industry, and their ability to meet diverse consumer needs. The report also examines key players and market trends within these regions.
Research Paper: Supply Companies within US and USM - Research Paper of Supply Companies.pdf
This equity research focuses on supply companies in Mexico, a key economic hub in North America. It highlights the role these companies play in facilitating trade and logistics between the US and Mexico. The report examines both local firms and branches of national companies, emphasizing their contribution to a competitive and integrated supply chain landscape.
Research paper: Cybersecurity Industry within US and USM Market - Research Paper cybersecurity industry.pdf
This research paper explores the cybersecurity industry in the US and Mexico, emphasizing its growing importance due to rising cyber threats. It highlights key trends, challenges, and opportunities in both markets. The analysis provides insight into the evolving landscape of cybersecurity for businesses and governments.
Research Paper: Accounting Industry within the US and USM - Research Paper for Accounting Industry.pdf
This research paper explores the accounting industry in the US and Mexico, highlighting firms specializing in auditing, fraud detection, and regulatory compliance. It covers forensic investigations in the US and the growing focus on transparency and local regulations in Mexico.
Research paper: Financial Services, Asset Management, and Construction/Engineering Firms within Nuevo Leon, Mexico - Research Paper Monterrey _ San Pedro.pdf
This research paper examines financial services, asset management, and construction/engineering firms in Monterrey and San Pedro Garza Garcia, key economic hubs in Nuevo Leon. It highlights their role in regional development, especially in construction and engineering.
Research paper: Lobbying within Mexico and LATAM Insights from Industry Peers - Research Paper Lobbying within Mexico and LATAM.pdf
This research paper examines lobbying in Mexico and LATAM, focusing on private credit firms in Mexico and their impact on the financial sector. It highlights the role of both local and national firms in driving the country’s economic development.
Research Paper: Executive Summary for Accounting Firm Acquisition Program - Research Paper Executive summary for Accounting Firm Acquisition Program.pdf
This research paper outlines an acquisition program for expanding an accounting firm’s market presence and service offerings. It focuses on acquiring small to mid-sized firms with complementary services and strong client bases, aiming for long-term growth and expansion across regions and sectors.
Research Paper: Leon Capital Group - Equity Research for Leon Capital Group .pdf
This research paper examines Leon Capital Group, a privately held investment firm specializing in industrial and multifamily real estate, as well as direct investments in operating businesses. Founded in 2002, the firm operates as a family office in the US, offering private investment and financial services to clients.
Research Paper: Strategic Benefits of Integrating Athena Risk Management, LLC, Athena Accounting + Advisory, LLP, and Grey Catalyst, LLC - Equity Research for Strategic Integration Report.pdf
This research paper explores the strategic benefits of integrating Athena Risk Management, LLC, Athena Accounting + Advisory, LLP, and Grey Catalyst, LLC. The integration creates a unified, efficient group that leverages shared resources and expertise to deliver enhanced value. This model improves operational efficiency, reduces costs, and strengthens the market position in both public and private markets.
Research Paper: Private Security and Military Contracting in the US, USM Latin America, and Southern Africa - Research Paper for Security Firms.pdf
This research paper explores the growth of the private security and military contracting industry in the US, Mexico, and Southern Africa (Cape Town). It highlights regional opportunities and challenges shaped by geopolitical, economic, and security factors.
Luxury Grocers and Grocery Sector Analysis within US and USM - Research Paper US & USM Grocer.pdf
This paper analyzes the grocery sector, focusing on luxury grocers like Erewhon in the US and USM. It highlights the growing demand for premium products and the challenges of inflation, supply chain issues, and e-commerce disruption in the broader market.
Research Paper: Compliance & Risk Management Companies within the US - Equity Research for Compliance & Risk Management Companies within the US .pdf
This paper explores the US compliance and risk management sector, highlighting growth opportunities from evolving regulations and data security demands. It also covers challenges like cyber threats and economic uncertainty, with insights on key players and industry trends.
Research Paper: EPC Market Analysis within US and USM - Research Paper US & USM EPC market.pdf
This paper analyzes the EPC market in the US and Mexico, highlighting growth driven by infrastructure modernization and sustainability trends. It also addresses challenges like inflation, supply chain disruptions, and regulatory complexities, with insights on key players and market trends.
Research Paper: DAP-DALMA Capital - Equity Research for DALMA Capital.pdf
This paper explores Dalma Capital, a global leader in financial services based in the Dubai International Financial Centre. Known for expertise in alternative investments, emerging markets, and capital solutions, it operates in investment banking, fund management, and OCIO services.
Research Paper: GBM (Grupo Bursátil Mexicano) - Equity Research for GBM.pdf
This paper explores GBM (Grupo Bursátil Mexicano), a leading Mexican financial institution founded in 1981. It specializes in investment banking, securities brokerage, asset management, and wealth advisory services for individual and institutional clients.
Research Paper: Financial Research Firms within US and Globally - Research Paper Financial research US and global firms.pdf
This paper examines financial research firms in the US and globally, focusing on those that investigate overvalued, fraudulent, or misleading practices in publicly traded companies. These firms often engage in short selling, betting on stock price declines after their reports.
Research Paper: US sentiment towards the economy - Research Paper US sentiment towards the economy .pdf
This paper examines US sentiment towards the economy, highlighting mixed views. While business leaders are optimistic about future growth, consumer confidence has dropped slightly due to concerns over inflation and rising prices. Business optimism is bolstered by pro-business policies and stable growth expectations.
Research Paper: The Impact of Job Cuts on Corporate Valuation and Market Performance in the US - Equity Research for The Impact of Job Cuts .pdf
This paper analyzes the impact of job cuts on corporate valuation and market performance in the US. It explores how layoffs affect stock prices and investor sentiment, using industry data, financial metrics, and case studies to assess the impact on shareholder value.
Research Paper: North American Private Equity & Private Credit Market Outlook within US and USM – 2025 - Equity Research for Northern American updated outlook focus market sentiment for private equity & private credit (US_USM).pdf
This paper explores the North American private equity and private credit markets in 2025. Private equity deal volume rose 32%, with technology and healthcare leading investments. Private credit is set to surpass $3 trillion by 2028, driven by major bank involvement, including JPMorgan Chase's $50 billion expansion into direct lending.
Research Paper: Companies Relocating from USM and Investing in the US - Equity Research for Companies Relocating from USM and Investing in the US.pdf
This paper examines the trend of companies relocating from Mexico to the US, driven by political and economic instability in Mexico and a favorable regulatory climate in the US. It highlights key companies making the shift and explores market trends, investor sentiment, and the impact of US policies on foreign investment. The trend is expected to continue as businesses seek stable growth environments.
Research Paper: Oil & Gas in US/USM - Equity Research on oil & gas in US_USM.pdf
This paper examines the oil and gas sector in the US and Mexico, highlighting key trends, regulatory changes, and investment opportunities, with a focus on the US shale boom and Mexico’s energy reforms.
Research Paper: South America: Economic Powerhouses, Shadow Markets, and Financial Giants - Global Equity Research on LATAM.pdf
This report analyzes South America's economies, focusing on GDP, shadow economies, key industries, and financial sectors. It highlights major economies like Brazil and Argentina, alongside smaller nations, and examines the role of shadow economies and corruption in shaping the region’s economic landscape.
Research Paper: Market Sentiment Analysis of US Engineering, Procurement, and Construction (EPC) Firms - Equity Research on Construction Firms (EPC) .pdf
This paper examines the US EPC sector in 2025, driven by infrastructure investments and smart technologies like AI and ML. It highlights M&A activity and the potential for growth in firms adopting advanced and sustainable practices.
Research Paper: Market Sentiment Analysis of US Financial Services Industry - Equity Research on Financial Services Industry.pdf
This paper analyzes the US Financial Services industry in 2025, driven by digital services, government regulation, and shifts towards online banking. It highlights the impact of fintech, AI, ML, and blockchain technologies on lending, payments, and wealth management.
Research Paper: The Brown Legacy, Analyzing the Investment Empire Across Generations - Equity Research on The Brown Legacy.pdf
This paper analyzes the Brown family's investment legacy, focusing on financial institutions like Brown Brothers Harriman & Co. and Brown Advisory. The family has shaped the US financial industry since the 19th century, specializing in investment management, asset management, and advisory services for high-net-worth individuals.
Research Paper: USM Q1 2025 Current Liquidity and Economic Overview - Equity Research on USM Q1 2025 Current Outlook.pdf
This paper examines Mexico's liquidity and economic outlook for Q1 2025, analyzing key indicators like GDP growth, inflation, and fiscal policy. While liquidity remains strong, the economy faces risks from inflation and global challenges, with future growth dependent on timely policy interventions and reforms.
Research Paper: Oakmark Funds - Equity Research on Oakmark Funds.pdf
This paper analyzes Oakmark Funds, highlighting its value investing strategy, fund performance, and recent developments. Oakmark focuses on long-term growth through deep research and shareholder alignment, making it a strong choice for sustainable capital appreciation.
Research Paper: Market Sentiment Report on the Mexican Peso and the US Dollar - Market Sentiment (temp) Report .pdf
The research paper analyzes the depreciation of the Mexican peso against the US dollar, focusing on how political events, particularly Donald Trump's reelection and his economic policies, have influenced market sentiment and investor behavior.