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

Finimize is the #1 information platform for modern investors. We empower people to become smarter investors with bitesize insights from world-class analysts. 1 million+ strong community, 250 partners.

Cross Asset Strategy

Multiple Countries / Cross Asset Strategy

<ul>
<li>The outside view matters most: every major tech revolution in history ended up with overinvestment and a painful reset, making crashes the rule, not the exception.</li>
<li>The inside view always feels unique all the time – but eye-watering spending, speculative capital, financial engineering, and the belief that “this time is different” were present in past frenzies, too.</li>
<li>You don’t need to time the top: build a more resilient portfolio by trimming your profit, limiting position sizes, avoiding crowding, while using diversification, trend rules, or selective hedges.</li>
</ul>


The outside view matters most: every major tech revolution in history ended up with overinvestment and a painful reset, making crashes the rule, not the exception.
The inside view always feels unique all the time – but eye-watering spending, speculative capital, financial engineering, and the belief that “this time is different” were present in past frenzies, too.
You don’t need to time the top: build a more resilient portfolio by trimming your profit, limiting position sizes, avoiding crowding, while using diversification, trend rules, or selective hedges.


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