An independently minded individual with deep Industry expertise providing insightful analysis.
This is an apt job description, but it says little about an individual’s ability to understand a business and get to grips with the financing and financials of a business.
At Arden, we believe that understanding the business model and the impact of industry and macro trends on the financial performance of a business, are critical to pitching a company’s value to potential investors.
We do not pretend that our research is independent and in truth investors rarely believe that to be the case.
In our opinion fund managers do not buy or sell securities based upon the recommendation at the top of a research note but are more likely to interrogate analyst models and input their own assumptions into these models before making an investment decision.
The Arden Sales and Research teams work closely together on what is topical, relevant and interesting to investors and use that framework to pitch ideas and analysis.