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13D Research Inc.

 

13D Research, Inc. is an independent research firm dedicated to finding the asset class, industry group, sector or stock market that will outperform all others. We believe that outperformance is a function of concentration and focus. To find out more about our services and how to become a subscriber Contact Us.

After reviewing this page, you may wish to view our 24 year track record of specific ideas and our major strategy pieces.

We base our selections on a variety of measures, but fundamentals are the driving force. We often look for markets that have underperformed for many years and where a catalyst for change has arrived on the scene. We look for markets which could undergo a major shift in perception. We like relative strength in a down market. Valuation is important to us.

The following areas have been our main focus since 1992:

Focus Returns
1992 Hong Kong stock market 1 28.3%
1993 Hong Kong stock market 1 115.7%
1994 Brazilian stock market 2 64.0%
1994 Base metals 3 72.2%
1995 U.S. technology stocks 4 53.8%
1997 Italian stock market (through 9/30) 5 52.1%

1 Hang Seng Index
2 Morgan Stanley Brazil
3 Average of aluminum, nickel and copper
4 Morgan Stanley High Technology Index
5 Milan Mid30 Index

http://www.13d.com




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