Atlantic Equities

Atlantic Equities is an independent US equity research house based in Europe exclusively servicing European institutional investors. Formed in September 2003 by an established team from Cazenove, one of the most respected investment banks in the UK, Atlantic Equities conducts research into a wide range of US companies.

We conduct and publish fundamental, bottom up research on mid and large cap US companies. With operations located in London we are in the same time zone as our predominantly European client base and are able to offer superior access to our sales and analysts teams. Our coverage currently includes Banks, Biotech, Capital Goods, Consumer, Insurance, Media, Pharmaceuticals, Software & Services, Specialty Retail, Telecoms and Utilities.

Our aim is to deliver differentiated investment research through:

The accessibility of our analysts; we visit and talk to European investors far more frequently than US-based counterparts
Close relationships with senior US management as exemplified by our outstanding programme of roadshows
Bespoke research services tailored to the need of individual clients
High quality and timely research on a broad range of US companies
Rewarding and non-consensus investment ideas

Atlantic Equities LLP (“Atlantic Equities”) is authorised and regulated by the Financial Services Authority in the United Kingdom (“FSA”) and is a registered investment adviser with the Securities and Exchange Commission of the United States.

The investment services of Atlantic Equities are only available to professional clients and eligible counterparties as defined by the rules of the FSA. They are not available to retail clients. Accordingly, customers of Atlantic Equities will not benefit from the UK investors compensation scheme. Atlantic Equities does not provide investment advice (as defined by the EU markets in financial instruments directive) to clients in respect of transactions relating to financial instruments. In the US, institutional investors wishing to undertake transactions in equity securities should pass orders to FINRA registered firms and not to Atlantic Equities.