Who Are We? What’s Our Edge?
The Spinoff Report® (TSR) is the World’s leading pure and pre-event research specialist on Corporate Spinoffs (Break-Ups). Est. 2005, TSR was founded by fund management & investment banking professionals to provide high quality, private-equity level research on Global Corporate Divestitures for the benefit of event-driven, growth and value oriented investors in this difficult to track, but proven investment space.
Our Specialist Research & Recommendation History?
We are the only pure research specialist in the World that fully tracks and analyses Global Corporate Demergers …Spinoffs
- Outperformance – For the past 4years+ / or 50 months to January 31st, 2012: +65.0% vs. the S&P 500, +90.1% vs. the MSCI World Index and +44.2% the FTSE 250 Index.
- Our TSR Model Portfolio is based on our recommendations from the pre-event analysis we provide to our notable clients around the globe…
Our focus…
- When companies divest or demerge, they don’t often like to shout about it, let alone make a huge deal of announcing their intentions, and thus can prove very difficult to source.
- Timing & Facts, with our extensive network and team, we both analyse and deliver our clients the most factual and timely information, ahead of event.
- Our analysis is straight talking, factual and concentrated from an ‘event’ point of view. Not just another ‘buy’ or ‘sell’ note from a remote non-independent analyst.
- Invest with the insiders, not the masses! Our analysis focuses on the hidden value in any company; Directors Dealings. Researched since inception, plus pre and post Spinoff; both tracking and analysing the insiders’ [the Directors’] dealing movements and their intentions?
- Our internally layered structure of CFA analysts provides a distinct advantage when it comes to understanding the complex nature of Corporate Spinoffs. Providing our clients with research and advice that truly updates and positions them with an ability to make an informed and arbitraged investment decision.
“This research is completely consistent with our experience that it is crucial to be well prepared when breaking-up a business in order to create value.”
Deloitte & Touche LLP, 2011 (TSR & Deloitte 10yr Study of US Corporate Spinoffs)
- How will company A perform without company B, and which will grow fastest?
- Which company will now retain the competitive advantage durability of the original company?
- Importantly, what shareholder value has the demerger actually created?
