Investment Research
The Investment Research Team
The Investment Research team is the most rigorous and demanding division at GIS. We are a team of 25 Investment Analysts who work together to create thorough investment research reports on a variety of investments. We currently have four investment strategy teams, each specializing in a specific investment strategy. We believe that the best investors are able to approach investment opportunities from a diverse perspective. We expose our analysts to esoteric investment strategies because we believe it is an imperative step toward expanding complex, diverse, and unique perspectives for selecting opportunities, and pursuing a successful finance career.
Our Divisions
Pure Alpha: Generalist
Pure Alpha covers Long/Short domestic equities. Team members participate in an industry coverage rotation that covers the Media, Communications, Industrial, and Consumer Discretionary sectors.
Rohan Varma
Head of Generalist
Pure Alpha: Technology
Pure Alpha Technology covers Long/Short domestic equities. Team members participate in an rotation within the Technology industry, including SaaS, semiconductors, internet, TMT, and IT sectors.
Cindy Yang
Head of TMT
Global Macro
Global Macro covers International Equities, Credit, Commodities, and Currencies. The focus of this team is to apply macroeconomic principles to identify future volatility across international trade and capital markets.
Dara Akhavein
Head of Global Macro
Special Situations
Special Situations covers investments across Credit, Equities, and Derivatives. The focus of this team is to identify relative value in asset markets relying upon downside protection principles, event-driven market conditions, and recovery opportunities.
Ethan Noell
Head of Special Situations
Featured Publications
Global Macro
Neodymium ($USD/MT) Overweight
Special Situations
AMC Long Short Capital Structure Arbitrage
Pure Alpha - Generalist
Expedia (NASDAQ:EXPE) Overweight
Special Situations
Cooper Standard Holdings Inc. 13% Senior Secured Notes and Underweight Equity
Special Situations
Manchester United Ltd. Equity Overweight
Special Situations
Transocean LTD. 5.375% Senior Secured Note Due 05/15/23
Special Situations
China Vanke Co. Ltd. Senior Unsecured BBB FR 3.15% due 5/12/25
Global Macro
CompuGroup Medical Equity (ETR: COP) Overweight
Global Macro
US Treasury (Underweight) Gold (Overweight) Pair Trade
Pure Alpha - Generalist
Costco Wholesale Equity (NASDAQ: COST) Overweight
Pure Alpha - Technology
Crowdstrike (NASDAQ: CRWD) High Growth Potential
Pure Alpha: Generalist
SentinelOne (NYSE:S)
Overweight
Global Macro
KraneShares CSI China Internet ETF (NYSE:KWEB)
Debit Spread
Pure Alpha: Generalist
Mattel, Inc. (NasdaqGS:MAT)
Overweight, Take-Private