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>We looked at what factors do the best in September in Japan and as you can see by the chart below found that longer-term price momentum  and positive earnings revision names tend to do the best. On the other side, Value (low PE and high dividend yield) names historically have not done well in September.  </p><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/032/345/original/1.png?1503958952" class="editor-image img-responsive" data-smartkarma-image-id="32345"></figure><div class="content-caption">Source: Custom Products </div><p><em><strong>Note:</strong> The IC is a ranked information coefficient or basically the correlation between the factor and price performance.   </em></p><h2>On the Positive side....</h2><p>We screened for names…</p>

We looked at what factors do the best in September in Japan and as you can see by the chart below found that longer-term price momentum  and positive earnings revision names tend to do the best. On the other side, Value (low PE and high dividend yield) names historically have not done well in September.  Source: Custom Products Note: The IC is a ranked information coefficient or basically the correlation between the factor and price performance.   On the Positive side....We screened for names…

Sumitomo Mitsui Financial Group (8316 JP)

Price Momentum and Earnings Revisions Do the Best in September / Value Does Not Do Well....