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>It has always fascinated me that in Japan price performance can be so seasonal. Take <a href="https://www.smartkarma.com/entities/73" target="_blank" data-smartkarma-citation="entities:73:1">Toyota Motor Corp (7203 JP)</a> for instance, over the last 30 years on average Toyota is up 5% in December and down 3% in August. In no other month does average performance exceed 2%. Toyota is not even close to the worst. <a href="https://www.smartkarma.com/entities/19603" target="_blank" data-smartkarma-citation="entities:19603:1">Yahoo Japan Corp (4689 JP)</a> is the worst. On average, Yahoo is up 10% in February and in May it is down on average 7%. </p><p>Below we screened for names with the highest volatility in monthly…</p>

It has always fascinated me that in Japan price performance can be so seasonal. Take Toyota Motor Corp (7203 JP) for instance, over the last 30 years on average Toyota is up 5% in December and down 3% in August. In no other month does average performance exceed 2%. Toyota is not even close to the worst. Yahoo Japan Corp (4689 JP) is the worst. On average, Yahoo is up 10% in February and in May it is down on average 7%. Below we screened for names with the highest volatility in monthly…

Pan Pacific International Holdings (7532 JP)

Most Seasonally Volatile Names and What to Expect in April.....