Founder and Strategist, Entext Economics & Strategy

Sean Maher

Founder and Strategist

Entext Economics & Strategy

Entext provides institutional investors with distinctive, actionable asset allocation and thematic research, which typically challenges the market consensus. Our clients range from credit, equity and multi-asset hedge and pension funds to family offices and sovereign funds. 
 
We focus on identifying key inflection points in macro data and relative asset performance amid the 'groupthink'  and confirmation bias that characterizes most investment bank analysis.

Macro Driven Investment Insight

Thematic (Sector/Industry)

Investing thematically in the electric/autonomous vehicle trends covered regularly since 2013 has proved profitable, with many battery, lithium and image sensor names up 3-4x.The MSCI auto component sector continues to outperform carmakers as auto complexity grows - Valeo estimates its powertrain content for a plug-in hybrid is 9x more valuable than a regular car.Volvo’s announcement that it was making all its output at least hybrid from 2019 was less significant than Baidu offering its AI…

Investing thematically in the electric/autonomous vehicle trends covered regularly since 2013 has proved profitable, with many battery, lithium and image sensor names up 3-4x.The MSCI auto component sector continues to outperform carmakers as auto complexity grows - Valeo estimates its powertrain content for a plug-in hybrid is 9x more valuable than a regular car.Volvo’s announcement that it was making all its output at least hybrid from 2019 was less significant than Baidu offering its AI…

Electrification and Autonomous Trends Reshaping Auto Industry…

China

Ganfeng Lithium Co Ltd researches and produces lithium products. The Company produces and sells lithium metal, lithium aluminum hydride, lithium fluoride, lithium chloride, and other chemical products of lithium. Jiangxi Ganfeng Lithium also exports lithium products.

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Ganfeng Lithium (1772 HK)

Electrification and Autonomous Trends Reshaping Auto Industry…

Investing thematically in the electric/autonomous vehicle trends covered regularly since 2013 has proved profitable, with many battery, lithium and...

Sean Maher

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52-week Range

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