Ockham Research

Ockham Research created the quantitative analysis methodology that drives the Research Gen application of Global Access Holdings. This value investing framework was originally developed by E. Marsh Douthat III, CFA, to identify undervalued companies within the larger cap universe. Over the last several years, GAH has augmented this proven methodology to cover roughly 5000+ US and foreign securities. Ockham Research then produces detailed reports on these companies to offer to institutional clients.

In addition to its research coverage reports, Ockham produces newsletters, portfolio analysis tools, investment recommendations, and other research products designed to bring the value-investing approach to a broad audience. The Ockham Research methodology has generated consistent above-average returns over the last seven years as analyzed by third party performance measurement firms.

When GAH and Ockham Research began working together, the GAH Generators helped Ockham:

increase research coverage and productivity
implement model automation & data integrity analysis
create a useable web site to deploy reports and tools
to provide for a global growth strategy with particular access to emerging markets

Today, the Ockham Research methodology and tool set continues to grow in its usage. Ockham is working with Global Access Holdings to create the first China centric company analysis system available. Through its licensing arrangement with Xinhua Finance in China, the value-investing approach of Ockham Research will cover hundreds of Chinese companies to assist institutional investors in identifying potential overseas acquisitions and opportunities.

Wednesday, September 03, 2008, Scott Murtaugh