Summary
Robert Sassoon has been an equity analyst for more than twenty years focusing primarily on global special situations. Robert has worked in research for several large sell-side institutions, including Credit Suisse, Natwest Capital Markets and Societe Generale. During his career, he has achieved top 5 rankings in various analyst surveys, including the Extel and Greenwich surveys.
In 2017, Robert founded AlphaSituations, an idea-generating investment research service with the goal of delivering a unique portfolio of ideas to drive client growth and returns by uncovering compelling and highly profitable value propositions as well as lucrative shorter-term trading situations arising from select dislocating corporate restructuring events and catalysts. Currently, the main geographical focus of the research is North America. Since its establishment, AlphaSituations has delivered a track record of outperformance with a hit rate of winners of more than 70% of its portfolio of ideas generating annualized average returns of 20%.
In January 2022, AlphaSituations was contracted by Water Tower Research, an investor engagement and stakeholder communication platform to provide coverage of Special Situations.
Areas of Expertise
Primary Asset Class:
Equities
Geography:
Developed World
Countries:
United States
Sectors:
(generalist)
Content Verticals:
Event-Driven
Work Experience:
- AlphaSituations - Founder/Chief Analyst with Focus on Event Driven Research
- R.F Lafferty & Co - Director of US Special Situations Research
- The Global Spin-Off Report - Lead Analyst
- Societe Generale - Director, Asian Conglomerates Equity Research, Corporate Restructuring Thematic Research
- Water Tower Research - Senior Research Analyst, Special Situations