JGR Capital Partners is an international equity research and investment advisory firm focusing on public companies under $2 billion in market capitalization. We are headquartered in New York City, with affiliate offices in Los Angeles, Shanghai, and São Paulo. Our team of experienced analysts form investment theses based on company and sector expertise, with a strict focus on fundamentals and valuation.
I run a small, private long/short portfolio. I focus on long term value, with a full expectation of showing paper losses in the short-term. Agnostic on the topic of catalysts. Wary of false precision. Usually ignorant of quarterly results and analyst forecasts. Seeking durable insights on business models and industry trends, and general wisdom.