From spreadsheets to strategy
The beginning
Started with a simple observation: most financial analysis was either too generic or too complex. We wanted something that actually helped portfolio managers make real decisions, not just pretty charts.
Testing our methods
The financial crisis became our proving ground. Our risk assessment frameworks helped clients navigate uncertainty when traditional models broke down. That's when we knew we were onto something.
Expanding our reach
What started as bespoke analysis for a handful of fund managers grew into systematic research methodologies. We began serving institutional investors across the UK market.
Adapting to new realities
Post-pandemic markets demanded fresh thinking. We developed new frameworks for analyzing volatility patterns and sector rotation dynamics that traditional metrics miss.