Doing bespoke work since 2002....., Custom Products Group

Patrick Hansen

Doing bespoke work since 2002.....

Custom Products Group

Custom Products was started 14 years ago at Lehman Brothers by current co-founder Patrick Hansen, CFA. After 3 years at Lehman, Patrick moved the team to Macquarie Securities where Simon Rigney (co-founder) joined. 3 years ago we took Custom Products independent. 

Our core strength can be summed up three words. 1- Customization - we have very little off the shelf products and most work is done on a one on one bespoke basis. 2- Speed - We pride ourselves in our ability to get requests back to the client very quickly. 3- Confidentiality - We do not redistribute. There is no grace period where we wait a week and then mass blast. Any request stops with that client.

Thematic (Sector/Industry)

<p>While it is well known that Value has historically driven the Japanese market, that has not been the case over the last couple of years.  In fact, PBR has been one of the worst factors in the last 2 years. Only 1-month momentum (Japan remains mean reverting) and Size (market-cap) have done worse than PBR. We measure the factor performance using ranked information coefficients (IC). </p><h2>2-Year Average Information Coefficient (IC)</h2><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/043/916/original/2.png?1517942439" class="editor-image img-responsive" data-smartkarma-image-id="43916"></figure><div class="content-caption">
<strong>Please contact us if you would like more information on how we calculate</strong>…</div>

While it is well known that Value has historically driven the Japanese market, that has not been the case over the last couple of years.  In fact, PBR has been one of the worst factors in the last 2 years. Only 1-month momentum (Japan remains mean reverting) and Size (market-cap) have done worse than PBR. We measure the factor performance using ranked information coefficients (IC). 2-Year Average Information Coefficient (IC)
Please contact us if you would like more information on how we calculate…

Japan Style Analysis - Growth and Not Value Names Are Outperforming....