Doing bespoke work since 2002....., Custom Products Group

Patrick Hansen

Doing bespoke work since 2002.....

Custom Products Group

Custom Products was started 14 years ago at Lehman Brothers by current co-founder Patrick Hansen, CFA. After 3 years at Lehman, Patrick moved the team to Macquarie Securities where Simon Rigney (co-founder) joined. 3 years ago we took Custom Products independent. 

Our core strength can be summed up three words. 1- Customization - we have very little off the shelf products and most work is done on a one on one bespoke basis. 2- Speed - We pride ourselves in our ability to get requests back to the client very quickly. 3- Confidentiality - We do not redistribute. There is no grace period where we wait a week and then mass blast. Any request stops with that client.

Thematic (Sector/Industry)

<p>We went and backtested the seasonality of the different factors and found that names with a high Beta to TOPIX tend to underperform in June. As you can see from the chart below, in June Beta has an average negative 18% information coefficient (IC). Looking at just the most recent performance and in June of 2016 the IC for Beta was negative 41%. </p><h2>Historical Factor Performance in June </h2><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/027/438/original/5.png?1496762253" class="editor-image img-responsive" data-smartkarma-image-id="27438"></figure><div class="content-caption">Source: Custom Products</div><div style="text-align: center;" class="content-caption">
<strong>Please contact us if you would like more information on how we calculated the Information</strong>…</div>

We went and backtested the seasonality of the different factors and found that names with a high Beta to TOPIX tend to underperform in June. As you can see from the chart below, in June Beta has an average negative 18% information coefficient (IC). Looking at just the most recent performance and in June of 2016 the IC for Beta was negative 41%. Historical Factor Performance in June Source: Custom Products
Please contact us if you would like more information on how we calculated the Information…

High Beta Names Do Not Do Well in June....

Japan

Takeuchi Mfg. Co., Ltd. manufactures and sells construction machinery.  The Company's product line includes hydraulic mini-shovels, crawler carriers, and mixers.  The Company also operates overseas through sales subsidiaries in the United States, the United Kingdom, and France.

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Takeuchi Mfg (6432 JP)

High Beta Names Do Not Do Well in June....

We went and backtested the seasonality of the different factors and found that names with a high Beta to TOPIX tend to underperform in June. As you...

Custom Products Group

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52-week Range

Market Cap (USDm)

P/E

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