Think Beyond Consensus
Research, Rethought
Independent thinking.
Institutional experience.
Investor-led research.
Berkeley Research is an independent investment research and consultancy firm built for sophisticated investors.
Research is led by a former portfolio manager with more than 20 years of institutional investing experience, bringing the perspective of someone who has had to make the call, size the position, manage the risk and live with the outcome. That experience shapes the research around what matters in practice: variant perception, thesis risk, timing, position sizing and portfolio context.
The objective is not more research. It is differentiated, decision-relevant insight grounded in investment judgement.
Bespoke Investment Research
Buyside research focused on the decisions that matter to portfolio managers. Tailored to the specific investment question, portfolio and time horizon. From company deep dives and thesis validation to thematic work, scenario analysis and bespoke projects.
AI Workflows for Investment Teams
Bespoke AI workflows, skills and tools built around the way investment teams actually work. We help firms embed AI across research, data collection, monitoring, analysis and day-to-day processes. Designed with a portfolio manager’s lens built in, so the workflows reflect how buyside teams actually research, prioritise information, test theses and make portfolio decisions.
Built on institutional investment experience
Berkeley Research draws on more than 20 years of fundamental equity investing across institutional asset management, hedge funds and investment start-ups. Experience spans long-only, long/short and market-neutral strategies, developed across multi-billion-dollar global asset managers and hedge funds as well as emerging investment businesses.
That breadth matters. Different managers, strategies and portfolios require different research processes, levels of depth and forms of output. Portfolio managers need work that is relevant to position sizing, timing, risk, variant perception and portfolio context, not simply more information. Berkeley Research is designed around those investment realities rather than a generic or sell-side research framework.
8+
sectors
20+
years
100+
IPOs
1,000+
meetings
Researched across the equity market
Equity investing experience
Analysed across multiple market cycles
Companies, sector experts and sell-side analysts
Contact Berkeley Research
For bespoke investment research, AI workflow projects and other enquiries.
Insight begins with the right question.