Based in New York, JL Warren Capital LLC is an equity research consulting firm that works exclusively with institutional equity investors to generate global equity investment ideas. Unlike conventional sell-side equity research publishing platforms, we work with a single client at any given time under a confidentiality agreement and no research result is shared with any other buy-side investors.

Our core competence is researching under-followed small-/mid-cap stocks. In our view, this group of stocks presents tremendous opportunities for absolute return, with low overall volatility resulting primarily from the stocks' underlying fundamentals in a normalized market environment. Our bottom-up and company-specific stock selection approach seeks to exploit research edge and valuation inefficiencies through conducting exhaustive due diligence and the construction of proprietary earnings models.  JL Warren Capital aims to generate alpha on investments regardless of market direction.  

JL Warren also specializes in China-based, US-listed companies. The Chinese ADR universe currently presents abundant investment opportunities as it includes many stocks which are misunderstood and not well covered by the sell-side community.