Capital Economics

Sector:

A leading global provider of economic research and consultancy services

Business Overview

  • Leading global provider of economic research and consultancy services
  • Global presence: 60 economists operating out of five offices in London, New York, Toronto, Sydney and Singapore
  • Multinational blue-chip client base across financial services, corporates, governments and central banks
  • c.5000 publications released per year through the company’s online portal

Investment Thesis

  • Increasing global demand for independent data
  • Resilient business model with high operational cash conversion
  • Longstanding relationships with high renewal rates, providing strong recurring revenues
  • Well-diversified blue-chip client base
  • Strong brand with reputation for original and insightful research