Proprietary Hedge Fund Research
Hedge funds depend on reliable and often hard-to-get information to analyze prior to making significant investments.
For 40 years, hedge fund and other investment managers have turned to Kroll to help them evaluate opportunities and make profitable decisions. Whether it be the potential impact of pending litigation on a company’s bottom line, the effect of new regulation on a company’s sales projections or the potential fallout from a change in management, Kroll’s sophisticated intelligence gathering, coupled with an understanding of the salient business issues, provide fund managers with the needed intelligence to make informed investment decisions.
Kroll’s research discloses unknown or poorly understood aspects of a given opportunity. Our insights are based on facts we gather in the field and are drawn from deep reviews of publicly available information, as well as an elite international network of independent contacts. Even in jurisdictions in which public information is scarce or untrustworthy, Kroll has extensive networks of well-placed sources to develop the requisite information.
Now more than ever, investment managers must focus on compliance issues as they gather information to make decisions. Kroll’s assignments are conducted with complete discretion and confidentiality to meet our clients’ needs for reliable and compliant independent research.
Case Study: Regulatory Impact on Market Opportunity in the EU
A hedge fund came to Kroll to understand how a pending change to a European Union regulation would impact market opportunities for a company in which they were invested. The client sought to better understand the time line for the change, how the regulation would be enforced, and who would enforce it. Using publicly available information, as well as making well-placed source inquiries, Kroll determined that the change was likely and would result in an increased market opportunity for the company in which our client was invested.
Case Study: Environmental Concerns for US Drilling Company
A hedge fund was interested in investing in a drilling company with assets in the Western United States. However, they learned of an ongoing environmental review in the state in which the land was located that raised the question of drilling in the proximity of national parks. Our client wanted to better understand how the regulatory process works and how this might affect the company’s ability to drill in the area. Kroll contacted environmental groups, spoke with regulators, and studied maps. We were able to provide the client with a detailed description of what to expect out of the regulatory process.