Dragoneye Research - Short Focused Fundamental Equity Research

Independent | Focused | Exclusive

Short Focused Fundamental Equity Research

Evoking the dragon’s gaze, Dragoneye is not simply an equity research firm; we are financial detectives dedicated to uncovering hidden opportunities and unforeseen risks, helping illuminate a path to high-conviction short ideas.

Our philosophy

The Dragon’s Eye – an ancient symbol evoking the potent image of a dragon’s gaze – represents power, knowledge, and a deep well of insight. Often associated with protection and vigilance, it serves as a reminder to see the world with clarity and pierce through illusions. At Dragoneye, we embody the spirit of the Dragon’s Eye, meticulously combing through financial statements, remuneration reports, subsidiary filings, alternative data sets, and complex footnotes to craft comprehensive research reports that expose the hidden potential – or risk – lurking beneath the veneer.

Independent

Unbiased analysis, free from external influence

Unencumbered by conflicts of interest our analysis is based on complete autonomy. Our independence guarantees unbiased research, free from external pressures, allowing us to present a clear and unvarnished picture of each company we analyze.

Focused

Deep research uncovers hidden risks, missed opportunities

A rigorous and fundamentally focused research process allows us to delve deep into company accounts uncovering red flags that many analysts miss due to a lack of time, experience or incentive.

We aim to unearth hidden accounting irregularities, unsustainable business models, poor governance and misrepresented narratives.

Exclusive

Capped client base ensures actionable insights

The elusive nature of alpha, especially short alpha, drives Dragoneye’s decision to deliberately restrict access to its research to an exclusive and capped client base. This ensures that actionable ideas can be executed in a market where liquidity has become an overriding concern for investment firms.