Hammer Partners. May

Transcription

1 Hammer Partners May

2 Company profile. Hammer Partners is an independent research house founded in Research focused exclusively on European equities. Highly experienced equity sales team. Advisory and corporate broking services. FCA (Financial Conduct Authority) regulated. Offices in Lugano and London. 2

3 Company profile. A boutique brokerage with a strong track record of bringing investors and corporates together. Hammer analysts are highly rated by Reuters, Starmine and Bloomberg. Combine equity level and macro experience to assess each prospect. Identify companies where they can add value and work towards clearly defined, mutually beneficial goals. Display an intimate knowledge of European markets, deploy rigorous research and leverage the inter-disciplinary talents of our team. 3

4 Research It all begins with research. Identifying small and mid-cap stories at the right time to capture mispriced quality as it happens. 4

5 Quality analysis of European equities. The work of our research team underpins everything we do. Hammer Partners is an independent research house founded in 2009 and focused on European equities. Professional analysts with decades of experience in capital markets. Unambiguous, high-conviction ratings on over 50 stocks. Unbiased sector views, expert sales advice to institutional investors. Based in Lugano with representative offices in London. Hammer Partners also offers value-based qualitative filters to help clients manage watchlists and portfolios. Focus on small & mid-cap stocks with unique characteristics. 5

6 Comprehensive research product line. Morning notes Equity reports QuantScreen Euro-zone macro Bespoke research 6

7 European coverage universe. Autos Consumer goods Banks & financials Industrials Insurance Logistics Media Med-tech Retail Utilities 7

8 The team. Antonio Biffi CEO Antonio began his career in equity sales at BNP in Milan in He then moved to London, where he worked for Deutsche Bank and MainFirst Bank, before setting up Hammer Partners in Enrico Racioppi - European Financials Enrico Racioppi has worked in financial services for 18 years, initially on the Buy side and then the Sell side. For 16 years he has worked as an equity analyst specialising in European financials at Schroders, Julius Baer and most recently at JP Morgan Cazenove. He is a qualified Italian accountant and an FSA-approved professional; in 2006 he achieved third place in the Starmine Earnings Estimator awards in the European Banking category. 8

9 The team. Alberto Rolla - Autos and Industrials Alberto has 25 years of brokerage experience, including an extended tenure at BNP. He now covers Autos and Industrials for Hammer Partners. For eight years before joining Hammer, Alberto worked as an investment banker for BNP Paribas, Abax Bank and as the Head of M&A for corporate finance boutique Industria e Sviluppo. As an equity analyst for various Italian and European investment institutions he was ranked by both Extel and Reuters for Automotive and Telecom. Luigi Padula Industrials, Consumer goods, Media In his 18 years as an investment professional Luigi has amassed a wealth of experience in financial markets with several Italian asset management companies. He has worked as a portfolio manager and buy-side analyst on both equity and credit. He has held positions with Gestnord Fondi (Banca Sella), Spazio Finanza (Banca del Salento), Monte Paschi Asset Management, Prima and Anima. 9

10 The team. Stephan Seip - Cyclical Consumer Goods, Retail, Media Stephan Seip joined Hammer Partners in April 2010 and is currently responsible for Cyclical Consumer Goods research (Retail, Media). He has worked in Equity research at Merrill Lynch and MainFirst Bank covering European Retailers and Media companies. Stephan has more than 10 years of experience in the investment business. Matteo Radaelli Consumer goods, Industrials, Retail, Macro Matteo joined Hammer Partners as a macro economist in April 2010 and currently covers Consumer Goods and Industrials. He has worked as an economist since 2001, first at Rasbank where he covered the US and euro-zone economies and later joining the European economic team at Dresdner Bank covering EMU-out countries and Italy. Matteo began work as an equity analyst in

11 Events Bringing corporates and investors together. We give corporates and investors the opportunity to dig deeper into the ideas driving Europe. In 2015 we organised more than 200 face-to-face meetings with Italian companies and investors. 11

12 Bringing corporates and investors together. Hammer events: from informal one-to-one meetings to corporate events, roadshows, congresses, symposiums. In 2015, we staged more than 200 face-to-face meetings with Italian companies and investors. Giving corporates and investors an opportunity to dig deeper into the ideas driving European markets. Specialising in pre-ipo and IPO-stage Italian and European small-cap companies with investors from large institutional to independents. Our meticulously detail-oriented team has roadshowed companies and investors large and small throughout Europe and further afield. 12

13 Our selection and meticulous coverage of Italian and broader European stocks is driven by a highly specialised, highly local perspective. Our performance is well documented. We believe our clients can continue to benefit from this. 13

14 HAMM <GO> Research reach Content Audience Frequency Analytics 14

15 + CRM Investing in scalable, dynamic CRM. Hammer's investment in top-flight CRM untangles organizational complexities and helps manage sales, projects, deals, support and workflow by showcasing reports and statistics in a single dynamic interface. 15

16 Processes and prioritisation + CRM Our CRM helps to define processes, prioritize, categorise tasks to be executed, and assign individuals and strategies to meet our clients needs. Collaborative culture Hammer's dynamic CRM encourages sharing lead-related information within a single knowledge base to strengthen collaborative culture but also provide visibility to sales, marketing, and services. Real-time opportunity tracking Performance monitoring and opportunity tracking helps Hammer analyze opportunities and unlock the value in each relationship by bringing the best people together in the best possible way. 16

17 Offices Lugano Hammer Partners Via Calprino 18, 6900 Lugano Paradiso Switzerland Sales desk: Research: London Hammer Partners 4 Bourlet Close London W1W 7BJ, UK Sales desk:

18 DISCLAIMER The services referenced in this document should not be regarded as an offer of solicitation for such services in any jurisdiction where such activity is unlawful. This website is not directed at you, if we are prohibited by any law of any jurisdiction from making the information on this site available to you and is not intended for any use which would be contrary to local law or regulation. The promotion of these services is restricted to clients who are experienced investors (Professional clients or Eligible counterparties as defined by the FCA) in these types of funds. This website and its contents are not intended to sell services or products over the internet, rather for internet viewer convenience and informational purposes. Every effort has been made to ensure the accuracy of the financial information herein but it is based on unaudited figures. Past performance of our recommendations is not a guarantee of future performance. It should be remembered that the value of investments may fall as well as rise, investors may not get back the amount of money invested, currency movements may have a negative as well as positive influence on returns and past performance is not necessarily an indicator of future performance. Nothing in this website constitutes investment, legal, tax or other advice nor is it to be relied upon in making an investment decision. Please note that authorization by the FSA does not imply official approval or recommendation. The information contained in this website shall not be published, rewritten for broadcast or publication or redistributed in any medium without prior written permission from Hammer Partners SA. Hammer Partners (company number OC333807) is authorized and regulated by the FCA (532892). Hammer Partners is an Appointed Representative of Pairstech Capital Management LLP, which is Authorised and Regulated by the Financial Conduct Authority in the UK (FCA ). 18