Haven Financial Services
Catalyst Investment Research

Catalyst Investment Research (CIR) – Research that uncovers fundamentally solid companies with a value investment catalyst driven by activist investors.
 

CIR singles out companies with extraordinary value potential where activist investors earn 10.2% average returns during the period surrounding an activist’s ownership disclosure and an additional 11.4% abnormal return during the following year.  Catalyst Investment Research closely monitors the investments of more than 50 event-driven activist investors and finds the best of these investment opportunities with a near-term catalyst for value improvement.

 

Subscribers to Catalyst Investment Research Receive:

 

Catalyst Investment Research Report (Sample Attached) – In-depth analysis of company-specific activist situations.  These reports single out companies with extraordinary value potential where activist investors have taken sizable investment positions and are pressing management to unlock value.  Each report examines the investment thesis, the timeline for a catalyst event to potentially occur, the activist’s track record for success in previous interventions, and the likelihood that the activist will be instrumental in boosting value in a short period of time.

 

CIR Daily Report – Daily roundup of investments made by shareholder activists.

 

CIR Quarterly Buying & Selling Analysis – Analyses the change in ownership of the top performing activist investors, examine the fundamental value characteristics of each company they’re invested with, and discuss what we believe to be the top ten companies with the most compelling investment opportunity.

 

Special Reports – Previous featured in The Wall Street Journal, our special reports identify timely investment ideas involving activist investors,  Stocks highlighted in these reports have gained as much as 280% in value within 30 days.

 

Access to Specialists & Activist Investors – For the past nine years we have advised activist investors, traditionally passive institutional investors, pension funds, labor unions, CEO’s and Board members on many of the critical issues relating to shareholder activism and value enhancement.  As a result, our knowledge runs deep and our network is extensive.  Subscribers tap into this knowledge base through one-on-one meetings, conference calls, luncheon presentations, and annual conferences.

 

Catalyst Equity Research Report – Weekly report with detailed commentary analyzing every activist investment made during the week.

 

For additional information, to request additional sample reports or to schedule a call with Catalyst Investment Research please contact HFS Research at cwolf@hfs-llc.com.