We can customize a package so that you pay only for the research of interest to you along with the right level of analyst consultations. Choose from among the award winning institutional level research.
Our Coverage Includes:
Mid-to-large Capitalization
Stocks and ADRs
Emerging and Frontier Markets
Select U.S. companies with Global Scope
Analysts:
Rudy Martin
Richard Widows
Anthony Sagami
1. Latin Capital Market Alpha-Capture Service
Receive daily recommendations for BUY,SELL and HEDGE trade ideas with a short to medium term time horizon.
2. Latin Capital Market Flash Reports
"Value Line" style reference guide combining fundamental analysis with concise commentary and ratings. Actionable notes on recent recommendations and company developments
3. Latin Capital Market Investing Strategies
Periodic Sector and Specialty Investment Reports that ideal for general portfolio managers looking for a quick overview.
4. Latin Capital Market Expert Reviews
Custom research and expert reviews are available on a project basis. Please contact us to discuss your needs and obtain a quote.
5. Latin Capital Market Stock Index
Latin Capital Market Stock Index lists U.S‐traded stocks and American Depository Receipts (ADRs) with significant revenues from Latin American and U.S. Hispanic customers. To be included in this proprietary equal‐weighted index a company must have at least 15% of its revenues coming from these markets. This unique benchmark tracks a diverse block of companies which are expected to dominate Latin American and U.S. Hispanic business markets in the coming decade. Data for this product is distributed through third‐party financial index data providers.
Flexible payment options
Although hard dollars are always welcome, our research is consistent with the SEC's guidance on what constitutes "research" for purposes of the safe harbor under Section 28(e) of the Securities Exchange Act of 1934. We can work with the broker of your choice should you wish to pay with soft dollar commissions. Either way, we can create a custom package that insures you pay only for the research of interest to you.
Commission management services and payments through:
Instinet
Barclays
Westminster
UBS
Wire transfers and ACH
Contact us for a consultation or to receive a brochure summarizing our research products and services.
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