Syntax Research was founded as a provider of long short equity research in 2002 and selected to provide research to three Tier I investment banks by independent monitors under the Wall Street Settlement.
In 2009, Syntax opened its doors to allow investors to consume its proprietary global macro fundamental research via SMAs and bespoke OCIO services.
In 2019, Syntax Capital launched its flagship offering, Usha Fund, LP, a long/short global thematic equity income fund. Usha Fund offers our investors a liquid alternative to illiquid investing, deriving returns from publicly listed asset backed equities leading in their industry.
Disruptors, innovations and economic forces have reshaped the way we invest. Prudent investing requires thorough fundamental analysis to seek opportunities at a discount to their intrinsic values. In order to realize the intrinsic value objectives, it takes patience and time. Often, assets selling at meaningful discounts to their intrinsic value have “issues” which presents opportunities, especially if there are catalysts and a timeline that will drive future valuation.
www.syntaxresearch.com
Industry
Investment Management
HQ Location
150 East Palmetto Park Road
Suite 800
Boca Raton, FL 33432, US
Expertise
Long short equity researchGlobal macro fundamental researchFundamental analysisThematic equity income strategyDiscounted intrinsic value investing
Solutions
Long short equity researchGlobal macro fundamental researchSMAs (Separately Managed Accounts)Bespoke OCIO (Outsourced Chief Investment Officer) servicesUsha Fund, LP (long/short global thematic equity income fund)
Keywords
Portfolio ConstructioInvestment ManagementDynamic Risk AllocatorsGlobal Macro ResearchTax Efficient InvestingHNWIRisk ManagementFamily OfficesHedge FuLiquid Markets