About Vision Research

Our independent fundamental research helps identify non-consensus investment ideas for our clients.

Our History

Vision Research was formed in 2004 with the vision of generating the best possible fundamental analysis and investment research for smid 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 a dedicated non-US equity product at the end of 2015.  This was followed by the introduction of a product focused on IPOs in mid-2017.

Our Approach

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, 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.

Our Team

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

Our Clients

Our primary target customers are institutional investors such as mutual funds, hedge 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.