Sixth Man Research Information

Sixth Man Research is an independent firm with a singular mission: to powerfully impact client performance by uncovering emerging trends, market imbalances, and securities that offer compelling, risk-adjusted profit potential. The firm’s research process is designed to reveal the essential nature of things in order to discover simple stories lost in complexity and group think. Foundationally, we believe traditional security analysis and portfolio management processes are compromised due to overreliance upon “expert” opinions, style and asset specialization, and flawed incentive structures linked to relative performance benchmarking. Accordingly, we seek to capitalize on the systemic inefficiencies endemic to the markets and the game theory which governs most professional investors. Our advantage stems from our ability to synthesize across asset classes, investment strategies, and geographies, and our freedom to leverage experienced intuition and common sense. Recommendations flow from our pursuit of insight and tactical edge; producing them is never the object of our process.