Geared towards portfolio managers and intellectually curious analysts our strategy offering is data centric and combines a top down global macro framework with bottoms-up data. This approach is designed to capture inflection points more quickly, particularly in more cyclically geared industries. The data sets include hard to find and expensive to produce, as well as more traditionally utilized metrics. The bottoms-up is aided by a global network of private companies, particularly those at the beginning and end of the supply chain – where real time market color can prove most valuable. The intent of the product is to identify material shifts in macro conditions and measure increases or decreases in risk by sector or sub-sector.