Hackett's Special Situation Report is an independent, value-based investment research service used by institutional and accredited investors. The Special Situation Report identifies and explains outstanding investment opportunities; accordingly, investment positions are consistently contrary to conventional wisdom at the time they are published. Research methodology includes:
Identifying potential actionable valuation anomalies through extensive reading and active stock-screening. Companies studied typically have equity market capitalizations between $500 million and $2 billion.
Achieving a thorough understanding of the financial statements, governance practices, business economics and valuation of investment candidates. The goal at this stage is to identify all the risks entailed in a particular investment.
Conducting extensive primary research when appropriate e.g., interviews of sales channel participants, competitors, suppliers and customers.
Developing inferences from data through the application of first principles.
Because the emphasis is on capital preservation, the Special Situation Report aggressively looks for reasons not to invest. The firm invests its own capital in every recommended transaction.
The objective of Hackett's Special Situation Report is to move the investment process from decision making under uncertainty past decision making under risk toward decision making under certainty.
The Special Situation Report is produced by Greenwich Investment Research, Inc. and is available on a retainer basis.
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