New York City based JL Warren Capital LLC is an independent equity research consulting firm. We work exclusively with institutional equity investors to research and generate global equity investment ideas both on the long and short sides. Unlike the conventional sell-side equity research publishing platform, we use a highly proprietary outsourcing model, which means we work with one client at any given time under a confidentiality agreement and no research result is to be shared with any other buy-side investors.

Our core competence is researching under-followed small to mid-cap stocks. In our view, this group of stocks presents tremendous opportunities for absolute returns 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 by conducting exhaustive due diligence and the construction of proprietary earnings models.

JL Warren Capital aims to generate alpha on both long and short investments regardless of market direction. On the long side, we focus on companies at the inflection point of their revenue/earnings/cash flow acceleration resulting from new product cycles, acquisitions, corporate restructurings, changes in regulatory environment and/or other special situations. Shorts are characteristically on companies facing product cycle commercialization, market share shift to the competition, deteriorating earnings quality, and poor corporate governance.

JL Warren also focuses on China-based and US-listed companies.  The Chinese ADR universe currently presents abundant investment opportunities both on the long and short sides as it includes many stocks which are misunderstood and poorly covered by the sell-side community.