Byron Street Research is an investment publication that operates like a fully transparent, actively managed microcap fund, targeting sophisticated and institutional investors. It offers: (1) a weekly event-driven idea generator, (2) write-ups structured in the familiar format of sell-side equity research reports, and (3) performance reviews modeled after traditional investor letters.
(1) Catalyst Watch
Published every Monday BMO, Catalyst Watch is an event-driven idea generator that hand-picks the most actionable setups in U.S. and Canadian-listed microcap stocks, presenting them in a structured table with concise event overviews. Each entry is carefully selected following a full review of 8-K filings, press releases, earnings reports, and call transcripts, filtering out noise.
(2) Investment Write-Ups
The investment write-ups, either one- or four-pagers, mirror the format of sell-side equity research reports, isolating the critical component of each differentiated investment idea (i.e., these are not lengthy book reports). Each thesis is accompanied by an institutional-grade model, manually built from scratch as a typical comprehensive buy-side financial model.
(3) Quarterly Performance Reviews
Structured like traditional investor letters, the quarterly performance reviews track both individual write-up performance and the aggregate return of a hypothetical equal-weighted, monthly-rebalanced portfolio. Each review includes brief commentary and a downloadable performance evaluation spreadsheet, allowing subscribers to self-audit all reported figures.
About the Author
Buy-side public equities experience at a multi-billion-dollar institution
Sell-side equity research experience at a bulge bracket investment bank
Completed both a Masters in Finance and the CFA exams
MicroCapClub member
Ex-lawyer
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