Investment Research Catalog
Spring 2026
Special Situations
Audi Revolut F1 Team
Structured Hybrid Capital Facility
Generalist
Long Omega Healthcare Investors (NYSE: OHI)
Short Sabra Healthcare REIT (NASDAQ: SBRA)
Global Macro
iShares Russell 2000 ETF (NYSE: IWM)
Put Debit Spread
Technology
Veeva Systems (NYSE: VEEV)
Underweight
Fall 2025
Special Situations
New Fortress Energy (NASDAQ: NFE)
Long Debt / Short Equity
Generalist
Long Firefly Aerospace (NASDAQ: FLY)
Short Rocket Lab Corp (NASDAQ: RKLB)
Global Macro
Long 10-Year TIPS
Short 10-Year Treasury Bond
Healthcare
IQVIA (NYSE: IQV)
Overweight
Technology
Long Coinbase (NASDAQ: COIN)
Short Circle (NYSE: CRCL)
Spring 2025
Technology
Trimble (NASDAQ: TRMB)
Overweight
Global Macro
GBP (£) / USD ($)
Short
Special Situations
PENN Entertainment (NASDAQ: PENN)
Overweight
Generalist
Sirius XM (NASDAQ: SIRI)
Overweight
Industrials
MYR Group (NASDAQ: MYRG)
Overweight
Real Estate
Seritage Growth Properties (NYSE: SRG)
Overweight
Fall 2024
Pure Alpha: TMT
Qualcomm (NASDAQ: QCOM)
Overweight
Global Macro
S&P 500 Momentum ETF (NYSE: SPMO)
Overweight
Special Situations
Immersion Corporation (NASDAQ: IMMR)
Overweight
Pure Alpha: Generalist
AAR Corporation (NYSE: AIR)
Overweight
Consumer & Retail
Philip Morris (NYSE: PM)
Overweight
Pure Alpha: Generalist
SentinelOne (NYSE: S)
Overweight
Global Macro
KraneShares CSI China Internet ETF (NYSE: KWEB)
Debit Spread
Pure Alpha: Generalist
Mattel, Inc. (NasdaqGS: MAT)
Overweight, Take-Private
Spring 2024
Global Macro
US Treasury (Underweight) & Gold (Overweight)
Pair Trade
Pure Alpha - Generalist
Expedia (NASDAQ: EXPE)
Overweight
Special Situations
AMC (NYSE: AMC)
L/S Capital Structure Arbitrage
Spring 2022
Real Estate / Infrastructure
Chargepoint (NYSE: CHPT)
Overweight
Pure Alpha: Energy
Ameresco (NYSE: AMRC)
Overweight
Global Macro
USD ($)
Appreciation Hedge
Consumer & Retail
Wayfair (NYSE: W)
Underweight
Fall 2021
Pure Alpha: Energy
Vestas Wind (OTCMKTS: VWDRY)
Long Term Hold
Spring 2021
Consumer & Retail
Costco (NASDAQ: COST)
Overweight
Technology
Lumen Technologies (NYSE: LUMN)
Overweight
Technology
Asana Inc (NYSE: ASAN)
Overweight
Fall 2020
Technology
CDW Corporation (NASDAQ: CDW)
Overweight
Global Macro
ARS ($)
Short