Independent in-depth research from Finimize, Finimize

Finimize Research

Independent, in-depth research from Finimize, combining bottom-up and top-down fundamental analysis to identify investment opportunities.

Reda Farran, CFA. Started as a sell-side equity analyst before joining an investment consultancy to help institutional investors with portfolio allocation and optimization. After that, Reda spent more than 4 years as an equity analyst at Fidelity, researching and investing in stocks across 5 different sectors including green energy and utilities.


Russell Burns, MBA. Has over 25 years experience at investment banks in London and Tokyo, a Japan-based hedge fund, and a special situations advisory firm. He uses bottom-up and top-down analysis to identify investment opportunities.

Theodora Lee Joseph, CFA. First and foremost a long-term investor, and previously spent nine years at Goldman Sachs as an equity research analyst covering European Oil & Gas and chemicals companies.

Stéphane Renevier, CFA. Started out as a multi-asset analyst at British fund manager Schroders, and later worked as a portfolio manager at Wells Fargo, where he managed long-short global macro strategies across all asset classes.

Independent in-depth research from Finimize

Finimize

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Thematic (Sector/Industry)

Japan Machinery / Thematic (Sector/Industry)

<ul>
<li>Physical AI is poised to be the next big thing in AI, with a “ChatGPT moment” just around the corner, according to Nvidia’s founder and CEO.</li>
<li>And the rise of so-called embodied AI means two things: self-driving cars and humanoid robots.</li>
<li>Harmonic Drive System is the world’s leading manufacturer of high-end harmonic drives – essential equipment for high-spec humanoid robots.</li>
</ul>


Physical AI is poised to be the next big thing in AI, with a “ChatGPT moment” just around the corner, according to Nvidia’s founder and CEO.
And the rise of so-called embodied AI means two things: self-driving cars and humanoid robots.
Harmonic Drive System is the world’s leading manufacturer of high-end harmonic drives – essential equipment for high-spec humanoid robots.


Harmonic Drive (6324) - Beneficiary of Physical AI