Research Strategy

Amid a backdrop of challenging equity markets, the rise of passive funds, and upcoming regulatory changes, we believe the need for high quality research has never been more pressing. EFG Hermes Research will continue to focus on our clients’ current needs, but also focus on future client requirements as the equities business evolves. Our research mission is to offer powerful and unique insights into stocks and markets that help our clients stay at the forefront of change and ultimately generate better investment returns. We believe these challenges strengthen the need for proprietary, thematic, and fundamental research; something we pride ourselves on. Our research is put together by a diverse range of expert analysts, and we believe such uniqueness and diversity shine through in our research.
Research Strategy

Research is the backbone of our firm. EFG Hermes Research has grown extensively and is now the largest research team in the MENA region, offering a comprehensive range of research products. Our research gives our institutional, government and corporate clients clear insights into MENA and frontier markets. We continue to be recognised as one of the leading research houses in MENA, and are consistently ranked high in equity research polls (Extel and Institutional Investor). At present, we cover over 200 stocks, but this will increase significantly as we expand our small- and mid-cap coverage in MENA to meet our clients’ needs for better coverage of the small/mid-cap sector. We also believe in having analysts on-the-ground to get a better feel of the market and respective companies; our analysts are present in Egypt, UAE, Saudi Arabia and Oman. We will continue to leverage our competitive advantages of on-the-ground research, in-depth fundamental research, strong client relations, and without equal corporate access.

The next stage of EFG Hermes Research’s expansion is into frontier markets (SE Asia, Africa and LATAM). We will offer our clients industry-leading frontier research that puts the spotlight on up-and-coming economies and undiscovered stocks, while offering unrivalled corporate access. Our aim is to offer clients an unparalleled one-stop-solution for MENA and frontier equity research.

LEADING RESEARCH CAPABILITIES

  • Sector Expertise

    Our analysts have in-depth sector experience, thanks to a wealth of corporate and industry-specific experience. We believe this enables our analysts to offer our clients ‘real views’ from the industry and give our clients value-added investment ideas and research.
  • Quantitative Models

    Our quantitative models are extremely sophisticated models, and while they are extremely in-depth we have made them concise and easy to understand for our clients. We believe our quantitative models are one of the main reasons we consistently outperform in terms of client expectations.
  • Macroeconomic Insights

    Our award-winning macroeconomics team will bring you the latest economic news from around the region, and highlight the impact on a regional, sector, and company perspective. The team focus on adding fresh insight, complemented by our on-the-ground presence.
  • MENA & Frontier Strategies

    Our strategy team are focused on a top down view of MENA and Frontier stratgies targeting investment ideas and trades that we believe will help our clients outperform. Our MENA top 20 list has consistently outperformed the market since inception.

Analysts