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>Low PBR names in Hong Kong did well last week and have outperformed over the last month. The average information coefficient (IC) over the last 4 weeks is 11% for PBR. None of the other Value factors have come close to PBR's performance. Over the last month it has been all about low PBR, high ROIC and large-cap names. Looking longer term, PBR has also been the strongest factor driving the market in Hong Kong over the last 6 months. </p><p>High Beta names also did well last week in Hong Kong. Beta has…</p>

Low PBR names in Hong Kong did well last week and have outperformed over the last month. The average information coefficient (IC) over the last 4 weeks is 11% for PBR. None of the other Value factors have come close to PBR's performance. Over the last month it has been all about low PBR, high ROIC and large-cap names. Looking longer term, PBR has also been the strongest factor driving the market in Hong Kong over the last 6 months. High Beta names also did well last week in Hong Kong. Beta has…

Low PBR and High Beta Names Drove Hang Seng up 2% Last Week.....