Ardmore Investment Research
Independent Equity Research

Equity research, built from primary sources.

Ardmore produces long-form equity research built from primary filings, original models and a stated view. Every report carries a recommendation, a price target and the full reasoning behind both, including the case against.

Research
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Coverage
Industrials · Metals & Mining · Energy · TMT · Financials
Method
Bottom-up fundamental analysis
Format
Full report and supporting model
Basis
Primary filings, transcripts, original models
Principles
  • Sourcing

    Primary sources first

    Every figure traces back to a filing, a transcript or a disclosed company document. Where an estimate is ours, it is labelled as ours, and the assumption behind it is shown.

  • Position

    A view, stated plainly

    The argument follows the conclusion rather than hiding behind it, so a reader can disagree with the reasoning directly.

  • Risk

    The bear case, in full

    Downside risks are given the same rigour as the thesis, sized rather than listed. A report that only argues one side of a position is not finished.

Coverage

Each name is worked through in full before a view is issued.

A company enters coverage when the work justifies a view worth stating, and the report follows once the analysis is complete rather than to meet a schedule.

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