PRIVATE ACCESS EN CONTACT NEWS PUBLICATIONS WEALTH MANAGEMENT ASSET MANAGEMENT SPECIALISED SERVICES CORPORATE RESPONSIBILITY MIRABAUD GROUP EQUITY RESEARCH We focus on certain key equity market segments with an ideas driven approach to deliver investment opportunities to clients. GLOBAL THEMATIC & STRATEGY Long Term Macro/Thematic ideas: Scanning global equities, fixed-income, currencies, commodities and alternative asset classes to assist our clients in correctly identifying the big picture and emerging trends. Equities/Stock selection/Baskets: We express the above themes in long and short single stock selection and carefully curated Baskets. Our clients receive updates through our daily and weekly research products. TMT (Technology, Media and Telecommunications): One of our core strengths lies in our global TMT sector coverage. Our TMT team, led by Neil Campling, offers daily and weekly updates alongside TMT focused baskets. Strategy: Our "10 point checklist" notes are designed for Fund Managers and buy side Analysts looking for notes which can provide the most information possible on a stock in a condensed format, whilst assuming little prior knowledge of the stock. Long term trends in value creation, cash flow, capital allocation and much else are ticked off in our simple 10 point checklist format. Compass: Our proprietary quant tool "Compass" assists our team in confirming existing, and generating new ideas. The Mirabaud Compass screening tool analyses millions of data points and allows users to evaluate over 18,000 stocks globally for Valuation, Quality and Momentum. VISIT THE COMPASS WEBSITE SPANISH EQUITIES The Mirabaud research team based in Madrid offers specialized insight into their home markets. The team covers 60 Spanish stocks with specific focus on small & mid cap names, including a top down Strategy Equity Research product focus on the Spanish market. The team also organises roadshows and reverse-roadshows. Our Spanish researchers have been awarded Starmine awards for three years. SWISS EQUITIES The product covers Swiss companies, focusing on small & mid cap. In addition to the generalist analysts, the team comprises niche specialists in healthcare (pharma, med tech and biotech) and industrials providing valuable insight and ideas in these sectors. The team focuses on fundamentals, competitive positioning and pipelines, and generates a balanced top down and bottom up product, which identifies mismatch between market cap and intrinsic value through cash flow modelling for longer-term investors. The team provides corporate access to clients through the organisation of roadshows and reverse-roadshows throughout the year. VIEWS OF OUR EXPERTS 18.11.2021 IS THE PLANT-BASED BURGER SUSTAINABLE? As the COP26 recently ended, awareness of the climate emergency is on everyone’s mind worldwide. One activity in particular has been singled out for its negative impact on the climate, as well as water consumption and soil degradation: industrial livestock farming for meat production. But is plant-based burger sustainable? READ MORE VIEWS OF OUR EXPERTS 10.11.2021 2021: THE EUROPEAN YEAR OF RAIL Stefanie Scholtysik examines why rail remains by far the most energy-efficient mode of transport. READ MORE CONTACT US Google Maps is disabled. ✓ Allow UNITED KINGDOM NEIL CAMPLING Head of TMT Research – GTS Group MIRABAUD SECURITIES LIMITED 5th Floor 10 Bressenden Place SW1E 5DH London T +44 20 3167 7150 SEND A MESSAGE UNITED KINGDOM TOBY CLOTHIER Head of Global Thematic and Strategy MIRABAUD SECURITIES LIMITED 5th Floor 10 Bressenden Place SW1E 5DH London T +44 20 3167 7150 SEND A MESSAGE SWITZERLAND LAURENT DE LA BEAUMELLE Head of Equity Sales MIRABAUD SECURITIES LIMITED 29, Boulevard Georges-Favon 1204 Geneva T +41 58 816 86 60 SEND A MESSAGE SPAIN JAVIER COLAS Head of Spanish Equities MIRABAUD SECURITIES LIMITED, SUCURSAL EN ESPAÑA Paseo de la Castellana 21 2ª Planta 28046 Madrid T +34 91 793 78 20 SEND A MESSAGE WEALTH MANAGEMENT Portfolio Management Wealth Planning Independent Asset Managers Sustainable and Responsible Investing ASSET MANAGEMENT Funds Equities Fixed Income Private Equity Asset Allocation Alternative Investments Sustainable and Responsible Investing SPECIALISED SERVICES Corporate Advisory Capital Markets Equity Research Execution MIRABAUD GROUP Overview Governance International Presence Values Contemporary art collection History Results & Key Figures Partnerships Careers INTERNATIONAL PRESENCE Switzerland United Kingdom Luxembourg France Spain Canada United Arab Emirates Brazil Uruguay SOCIAL MEDIA © Mirabaud Group 2021 CAREERS CONTACT NEWS PUBLICATIONS LEGAL INFORMATION DATA PROTECTION & PRIVACY MANAGE COOKIES Please personalize them according to your wishes PERSONALIZE