About Fund
About Fund
Primary Research Fosters Sharper, More Differentiated Insights
Investigative journalism meets high-conviction investing
About Fund
About Fund
Primary Research Fosters Sharper, More Differentiated Insights
Investigative journalism meets high-conviction investing
What we do
What we do
What we do
What we do
We focus on customer conversations
We focus on customer conversations
We focus on customer conversations
We focus on customer conversations
We conduct 2-3 months of intensive primary research before making an investment decision. We speak with customers, competitors, suppliers and attend multiple industry specific trade shows for unfiltered conversations.
We conduct 2-3 months of intensive primary research before making an investment decision. We speak with customers, competitors, suppliers and attend multiple industry specific trade shows for unfiltered conversations.
We conduct 2-3 months of intensive primary research before making an investment decision. We speak with customers, competitors, suppliers and attend multiple industry specific trade shows for unfiltered conversations.
We conduct 2-3 months of intensive primary research before making an investment decision. We speak with customers, competitors, suppliers and attend multiple industry specific trade shows for unfiltered conversations.
Research conducted independently and in-house
100%
Never borrow conviction from anyone
Research conducted independently and in-house
100%
Never borrow conviction from anyone
Months of journalistic corporate due diligence
~2-3
Confront targets with maximum pessimism
Months of journalistic corporate due diligence
~2-3
Confront targets with maximum pessimism
Number of expert conversations per idea
+50
Trade shows for unfiltered insights
Number of expert conversations per idea
+50
Trade shows for unfiltered insights
How We Research:
How We Research:
How We Research:
How We Research:
A relentless pursuit of truth
A relentless pursuit of truth
A relentless pursuit of truth
A relentless pursuit of truth
The Primary Research Fund is built on intensive, ground-level due diligence. We uncover high-quality businesses through a rigorous, investigative process that goes far beyond traditional financial analysis. Trade shows are our daily environment.
The Primary Research Fund is built on intensive, ground-level due diligence. We uncover high-quality businesses through a rigorous, investigative process that goes far beyond traditional financial analysis. Trade shows are our daily environment.
The Primary Research Fund is built on intensive, ground-level due diligence. We uncover high-quality businesses through a rigorous, investigative process that goes far beyond traditional financial analysis. Trade shows are our daily environment.
The Primary Research Fund is built on intensive, ground-level due diligence. We uncover high-quality businesses through a rigorous, investigative process that goes far beyond traditional financial analysis. Trade shows are our daily environment.
Trade shows attended recently
Trade shows attended recently
Trade shows attended recently
Trade shows attended recently
Research case studies
Research case studies
Research case studies
Research case studies
Confronting targets with pessimism
Confronting targets with pessimism
Confronting targets with pessimism
Confronting targets with pessimism
Conduct intense proprietary primary research work “on the ground” for independent and unfiltered insights to stress-test risks to thesis
Conduct intense proprietary primary research work “on the ground” for independent and unfiltered insights to stress-test risks to thesis
Conduct intense proprietary primary research work “on the ground” for independent and unfiltered insights to stress-test risks to thesis
Conduct intense proprietary primary research work “on the ground” for independent and unfiltered insights to stress-test risks to thesis
Impressions from primary research
Impressions from primary research
Impressions from primary research
Impressions from primary research
Disclaimer:
The content on this website is provided for general information purposes only and does not constitute investment advice or an investment recommendation. It solely describes our internal investment process. No investment advice, recommendation, or investment brokerage is provided through this website.
Past performance is not a reliable indicator of future results. Investments may be subject to significant fluctuations and may result in the loss of capital invested. No guarantee is given for target returns or outperformance.
The content of this website is intended solely for professional investors and institutional market participants within the meaning of MiFID II.
Meet Baumann Cap
Meet Baumann Cap
Are you investing enough into deep field research?
Let's discuss how you can leverage your investment strategy with the insightful reseach approach of Baumann Cap.
Meet Baumann Cap
Meet Baumann Cap
Are you investing enough into deep field research?
Let's discuss how you can leverage your investment strategy with the insightful reseach approach of Baumann Cap.