Clients Our clients have a broad variety of investment styles -- from
long-term investors in small cap companies to money managers
for large mutual funds. References are provided upon request.
All research is adapted to the needs of the clients.
Proprietary We give you an edge because we only work
for you. All work is confidential and proprietary. We do not
share the names of companies under study. Nor do we share information
among clients unless a client has taken a position and requests
that other potential investors are notified.
No conflict of interest OnCall Research is independent of investment banks. Our data is
unvarnished and not shared among clients.
Fee Retainer or
Retainer contracts are recommended. OnCall Research maintains a careful mix of clients
to guarantee that we can conduct our research when needed and
provide timely feedback. While OnCall Research can accommodate
single projects, they are billed at a higher rate.
Industries Covered OnCall Research investigates a variety of industries
Our Approach for Each Investment Project
- Gather general research on a product and
industry. Check with ongoing sources.
- Identify Contacts -- determine the best
people to interview and how to contact them, where to get contact
- Develop Strategy -- craft questions and
develop the best approach to present investigation to contacts
- Make the Calls -- conduct interviews with
contacts, many calls may be needed to produce a contact
- Provide Feedback and Customize Research
-- report information to the client as meaningful data is received;
customize the investigation to meet client's requirements
- Ongoing interview calls, feedback and
refinement of questions - call more contacts, provide feedback
to client and adjust questions based on new data
Are quarterly conference calls, press releases and number crunching enough?
To get an edge you need original research.
We beat the street
by giving you data before it is published.