E :  info@sharpequity.co.uk
T:   +44 (0) 20 7856 0453

product

Sharp Equity specialises in UK and pan-European Telecoms and Tech equity research, with our experience of in-depth stock analysis spanning the past 20 years.

Our coverage universe comprises of the following areas.

Telecoms >> Diversified & Wireless, Satellite Services
Technology >> Hardware, Software, IT Services and Online Retail

Although our ideas span across all market caps, the majority of our calls have tended to be within the mid/small cap space.

Research notes are written on companies where we have high conviction that an investment opportunity exists. As well as reports, we provide detailed financial models and slide decks when required.

All research is released via our secure online platform through this website. Reports and data, including financial models, can also be downloaded or viewed on tablet and mobile.  

We also offer best ideas meetings to clients bi-annually to discuss recommendations and although bespoke research on stocks is available, it is not included in a standard package.

A broad range of subscription or on-demand services are available that can be tailored to your individual needs or preferences.

Subscriptions
"We don't produce reports on every stock. We don't do maintenance research. We don't use technical jargon.

We just write about what you need to know to make informed decisions about new, fresh ideas."

service

Our focus remains on providing a valuable resource for our clients by finding insightful ideas on single stocks while enhancing productivity in the research process.

We believe our expertise and efficient way of producing research aids our clients to form better ideas, with higher conviction, in less time.

We remain fully independent and have stayed away from commissioned research. This enables us to make bold calls and have open, engaging conversations with our clients about our stock calls, unlike the sell-side, which remains heavily conflicted.

We are keen to hear from professional investors looking for accountability and results.

77% hit rate across all buys and shorts
42%
short ideas
76%
mid/ small cap
*Since inception, as at October 2018

Investment approach

Our investment approach to picking stocks is a rigorous, tried and tested process. 

The methodology we follow is fundamentally driven, but we do not adhere to one particular investment strategy, such as high growth or deep value. We think that this can simply result in missed opportunities.

We class our overall strategy as fundamental, bottom-up stock picking that enables us to deliver strong results in varied market conditions. 

We are not consensus led and often challenge consensus thinking but we will not be anti-consensus just for the sake of it. We look for stocks that have major upside or downside and as long as we continue to believe that the stock represents a worthwhile investment, we will write about it. We believe that there is too much short-termism in the market and take a minimum 18m view when releasing a new idea.

We meet with companies, build financial models, undertake scenario analyses, visit sites and speak to industry specialists to better understand a company's investment prospects. Only when we have strong conviction that a recommendation will add value to a client’s portfolio, will we release our idea.

Our process follows an active, conviction-based 'best ideas' approach and a stock is removed from our Active List if we feel it no longer represents a worthwhile investment.

We focus on providing clients with insightful information to help guide them in their decision making process and enhance the performance of their portfolios. This is aided by the maintenance of a model portfolio, which also holds ourselves accountable.

Sample Research

investment reports

sharp and succinct. rigorous and readable