Back to atonra's basics: The return of our research reports

Since its inception in 2004, AtonRâ Partners has focused on fundamental thematic equity research to provide value to its customers. As our model evolved from a sell-side independent research one towards asset management, we experienced substantial growth and successfully launched investment themes certificates that were mimicked by many competitors and ETFs throughout the years. Underlying all these investment themes is the fundamental analysis we performed, which remains the core of what we do.

In 2016 we stopped publishing our Weekly Barometer reports to protect somehow our IP. We opted instead for adding as much content as possible into our monthly factsheets.

However, the time has come for a change: AtonRâ bases its investment approach on strong convictions and aims at having its customers as informed as possible about them.

Starting today, we are taking up again what had been done for many years and regularly publish fundamental research reports. These reports will be published on Wednesdays of the 2nd and 4th week of each month and distributed only to existing customers of AtonRâ Partners.

The content of the reports will be about investment themes we are currently managing but also those that we might launch in the future or that are closely linked to what we do.

As our customers evolved, so has our research. Our goal is to have a bimonthly publication in addition to one-off reports (when a longer explanation may be required) helping our customers to understand our convictions.

As it has been our way of doing for so many years, the “financial analysis” part will be very smooth and down to its essence. Our monthly investment reports will be continued, but they will be more standard and very much similar to those you might receive from other funds.

We genuinely believe that this change in the way we share our knowledge is to be very valuable for all our customers.
 

Read the first issue here.

Explore:



Disclaimer

This report has been produced by the organizational unit responsible for investment research (Research unit) of atonra Partners and sent to you by the company sales representatives.

As an internationally active company, atonra Partners SA may be subject to a number of provisions in drawing up and distributing its investment research documents. These regulations include the Directives on the Independence of Financial Research issued by the Swiss Bankers Association. Although atonra Partners SA believes that the information provided in this document is based on reliable sources, it cannot assume responsibility for the quality, correctness, timeliness or completeness of the information contained in this report.

The information contained in these publications is exclusively intended for a client base consisting of professionals or qualified investors. It is sent to you by way of information and cannot be divulged to a third party without the prior consent of atonra Partners. While all reasonable effort has been made to ensure that the information contained is not untrue or misleading at the time of publication, no representation is made as to its accuracy or completeness and it should not be relied upon as such.

Past performance is not indicative or a guarantee of future results. Investment losses may occur, and investors could lose some or all of their investment. Any indices cited herein are provided only as examples of general market performance and no index is directly comparable to the past or future performance of the Certificate.

It should not be assumed that the Certificate will invest in any specific securities that comprise any index, nor should it be understood to mean that there is a correlation between the Certificate’s returns and any index returns.

Any material provided to you is intended only for discussion purposes and is not intended as an offer or solicitation with respect to the purchase or sale of any security and should not be relied upon by you in evaluating the merits of investing inany securities.


Contact