Institutional Equity Research & Applications

Select Features and Benefits:

Company Profile – Quickly gauge the attractiveness of the company and benchmark against peers to compare valuations, momentum and quality.
Value Expectations and Fundamental Company Analysis – Model various scenarios to calculate an intrinsic value using your own insights or stress test the sensitivity of the company and quantify the embedded expectations of a company’s price.
Idea Generation and Screening – With one click of a button identify replacement ideas to the company you are analyzing. Alternatively build screen choosing an Index or custom universe to filter down on companies that meet your criteria.
Portfolio Analysis – Enhance portfolio performance by identifying wealth destroyers, value traps and eliminating potential torpedoes in a portfolio
Market Intelligence – Identify pockets of mispriced stocks in a particular segment of the market that exhibit high or low expectations. Gain insights on how various variables have done historically and more recently to understand markets and the performance of your investment thesis.

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PRODUCTS AND SERVICES

• AFG's platform enables Portfolio Managers and Analysts to quickly find and evaluate investment ideas, calibrate models & expectations, along with a suite of tools to diagnose client portfolios.
• Cut through distortions and enhance or develop a systematic investment process with custom reports, Excel Addin, or data Feeds.

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"AFG's rigorous research and powerful analytical tools leverages our time effectively to make better investment decisions and better serve our clients. AFG is a valued partner in our research process!"

Ralph Weil, CFA l Chief Investment Officer
Clifford Swan Investment Counsel - Over $2 Billion in AUM

"AFG provides our organization with the tools we need to make investment decisions based on a sound valuation discipline. We are a small investment management firm and use AFG as our “outsourced” valuation research team. I am continually struck by how much time the AFG staff has been willing to invest in our relationship. Their products and support have been invaluable to our stock selection success. "

Robert Bingham, CFA l President and Chief Investment Officer
SKY Investment Group - Over 200 million AUM

Institutional Equity Research & Applications

PRODUCTS AND SERVICES

AFG INVESTMENT GRADE

THE APPLIED FINANCE GROUP

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