We analyse the dynamics of information flow, to identify under-the radar investment themes Financial Research : Our mission is to get to the bottom of things. We dig into 10-K filings, explore media trends, investigate the comings and goings of industry insiders, to understand how the system really works. We typically spend between 60 and 100 hours doing our homework for every research piece. We believe that the only way to do our job, is to get out of our comfort zone and to question everything. Whether we're right or wrong, it's always for the right reasons.