SOURCING Client Example #1

Sourcing of Ind. Coverage on Metals/Gold

CLIENT:

 Mid- Sized Hedge Fund Request for Independent Coverage on Metals, with an Emphasis on Gold.  Required Idea Generation and Weekly Client Service

RESULTS:

 RA screened 40 independent research firms and isolated 10 possible candidates.  Client subscribed to two vendors

Partial Status Report Jan. 2004

VENDORS (1-12)
RECOMMENDATION / STATUS

Vendor 1- Metals
Industry Research House
  • Has extensive data but cannot provide Idea Generation
  • Conference Call set for 1/25/2004

Vendor 2- Metals
Financial Analyst 

  • Former II top ranked sell side analyst
  • Conference call set for 1/15/2004 2:00pm

Vendor 3- Metals, Mining
Canadian Independent Research Firm
  • 3 analysts – trade through possible
  • Will be in NY week of 1.25.04

Vendor 10- Gold
Industry Research House

  

Vendor 11- Gold
Financial Analyst 

 
Vendor 12- Metals, Mining