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 compared the different sectors PBR levels in Japan to see which sectors may be still undervalued and which may have gone up a little too much. If you look at the table below, at 2.7x the Consumer Non-Durables PBR is 123% above the 8-year low. Commercial Services' PBR is lower at 2.1x but is also 122% above the low. The overall Japan PBR is at 1.4x and is 50% above the 8-year low. </p><p>On the other side, Distribution Services' PBR is below 1 at 0.9x and is only 22% above the 8-year low. PBR for the…</p>

We compared the different sectors PBR levels in Japan to see which sectors may be still undervalued and which may have gone up a little too much. If you look at the table below, at 2.7x the Consumer Non-Durables PBR is 123% above the 8-year low. Commercial Services' PBR is lower at 2.1x but is also 122% above the low. The overall Japan PBR is at 1.4x and is 50% above the 8-year low. On the other side, Distribution Services' PBR is below 1 at 0.9x and is only 22% above the 8-year low. PBR for the…

Which Sectors Look Cheap and Which Are Probably Overvalued....