Premium coverage built for CIOs, PMs, and Investor Relations leaders.
Moretus embeds with your investment workflow to deliver ready-to-use equity research that withstands institutional scrutiny. Each report fuses alternative data, expert commentary, and valuation rigor so you can move first, defend the trade, and win the mandate.
Coverage Pods
Sector-specialized research teams
Every engagement starts with a dedicated pod that maps your portfolio priorities, surfaces asymmetric theses, and prepares institutional-ready deliverables within days.
We blend quant screens, proprietary alternative data, and operator intelligence to create conviction-ready positions. Expect annotated models, scenario analysis, and talking points you can take to the Street.
Investment Thesis Ready
Full reports with layered valuation work, scenario modeling, and catalysts built for committees and clients.
Deep Market Intelligence
Proprietary data inputs merge with qualitative expert network calls to capture what screens miss.
Speed Without Compromise
Industry-specialized pods deliver coverage in days with the rigor of a dedicated internal team.
Designed for decision-makers who need answers, not just access.
We go beyond access to data or a single analyst’s perspective. Moretus orchestrates a multidisciplinary bench so your team receives the why behind the numbers, the catalysts that matter, and the materials to make the trade or brief the board.
Companies Covered
450+
Across global tech, consumer, healthcare & industrials
Average Upside Visibility
18%
Median forecasted 12-month upside quantified
Lead Analyst Tenure
12 yrs
Sell-side and buyside seniority
What makes our coverage different
Hybrid Analyst Pods
Each coverage pod blends senior sell-side talent, sector operators, and data scientists who co-author every report.
Alternative Data Fusion
We ingest geolocation, transactional, hiring, supply-chain, and sentiment signals to cross-check fundamentals.
Narrative Clarity
Reports translate complex datasets into crisp positioning that supports pitches, IC memos, and client briefings.
Reports tailored to the way you brief investment committees.
Each deliverable includes an executive thesis, valuation appendix, risk matrix, KPIs, and client-facing summary. Ready for board decks, LP letters, and frontline sales enablement.
Investment Committee Pack
Thesis, catalysts, diligence checklist, scenario tables.
Client-Ready Brief
Summarized narrative, charts, and valuation snapshots.
Deep Dive Appendix
Channel checks, alternative data, and expert call transcripts.
Follow-up Analyst Access
Live Q&A and refresh cadences aligned to earnings.
“The Moretus team feels like an extension of our internal desk—faster than consultants, deeper than traditional research subscriptions, and always ready with context when we step into the room.”
Head of Research, $12B multi-asset manager
Ready to modernize your research coverage?
Unlock a partnership tailored to your mandate. We scope coverage depth, cadence, and deliverables in a single strategy session.