Vision Research was formed in 2004 with the vision of generating the best possible fundamental analysis and investment research for mid cap US equities. In 2008, we broadened our coverage to include mid/large cap US stocks.  After researching a few ideas outside the US each year for a number of years, we launched VR Fundamental to focus on European equities at the end of 2015.  A SPAC-focused database and research product was also added to VR Fundamental in 2021 and concluded in 2023.  APAC coverage was initiated in 2023.

Our investment ideas are sourced from multiple angles, including quantitative screening, qualitative screening through the use key word screens of various types of documents, and daily reading, alternative data sources, research and observations. Some initial due diligence researching these equities yields a pool of companies that forms a watchlist that is less than 5% of size of the original list of tickers.  Analysts then dedicate substantial time to fully vetting these ideas, resulting in ~50 page slide deck for an individual equity.  Ongoing coverage is provided on a given equity until the analyst “removes conviction” with average holding periods being almost 12 months.

Our team includes Certified Public Accountants (CPA) and CFA charterholders. Our personnel has  experience in long / short equity, international long-only equity, fintech, management consulting, as a software engineer, and independent research.

Our primary target customers are institutional investors such as mutual funds, hedge funds, quant/systematic funds, and family offices. We cap our client base in each product to avoid both crowding and any detrimental impact to the stock price following initiation, as well as this helps us be able to provide interaction between the analyst team and our clients.