Equity Strategy

Disclamer

Shore Capital Stockbrokers Limited is a member of the London Stock Exchange and is authorised and regulated by the Financial Services Authority.

Shore Capital Limited and Shore Capital and Corporate Limited are authorised and regulated by the Financial Services Authority.

The information on this website about Shore Capital Group Limited ("the Company") is derived from sources considered reliable but no warranty, expressed or implied, by the Company, its directors or employees is given as to its accuracy or completeness. No reliance should be placed on this information in any decision to acquire or dispose of shares in the Company or any investment referred to herein. Potential investors in the Company's shares are recommended to take advice before dealing from an authorised professional investment adviser or stockbroker.

The services described on this website are available solely subject to the terms and conditions of a client engagement agreement which will represent the whole agreement between any Shore Capital group company and the client. The description on the website is to provide a preliminary overview and cannot be relied upon as the basis of any contractual obligation. No investment advice is offered on this site and none should be construed as being offered. Past performance is not necessarily a guide to the future and share and unit prices can go down as well as up.

Where links have been provided to other websites this has been done solely for our users' convenience, without giving any express or implied guarantee, endorsement or recommendation by any Shore Capital group company. No Shore Capital group company has any responsibility for the content of such websites and cannot accept any liability in this respect. Use of these links implies acceptance of this condition.

Whilst we seek to keep this website up-to-date, the information displayed is subject to change without notice.

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Independent, rigorous, ideas driven

Shore Capital’s Equity Strategy service aims to translate economic and equity market views into actionable investment ideas.  Investment strategy research analyses data across the world, with the Chinese economy being as pertinent to the UK investor as some domestic economic developments.  The freedom to explore the relationships between various asset classes and economic developments means that the research is attuned to the requirements of the institutional investor, rather than being geographically constrained.

With buyside experience as a strategist and UK fund manager the poacher turned game keeper approach that looks at ‘top-down’ economic data, and ‘bottom-up’ company data to assess market outlook, across regions and sectors is tailored for use by fund managers, with minimalistic ‘ivory-tower’ research.  In addition we provide screens of the UK equity market to identify themes that offer the potential to perform.  This involves using proprietary methodology to highlight growth companies, as well as more generic valuation dependent screening.

Engaging with institutional investors by phone and face to face meetings, briefing company managements and journalists generates ideas and refines the research.  On occasion we hold lunches and meetings with policy setters such as the Bank of England and the Office of Budget Responsibility, which enables us and our clients to gain further insight into future policy direction.