Asset management

Put your thesis to the test.

Catch up on your holdings, challenge an idea, and see what new evidence could change your view. Bring the findings and open questions to your next investment discussion.

A question worth investigating

Does the new evidence change our thesis?

Thesis review
  1. The original assumption
  2. Evidence for and against
  3. Open questions for the investment team
Your team reviews the work.

A day in the life.

From overnight news to the positioning update, see how the day’s research builds on itself.

Edit this example, then copy it into Samaya. Research does not run on this page.

Here’s what you’ll take away.

A morning brief with thesis questions and source links.

Example prompts. Source access and output depend on your agreed workflow. Your team reviews the research and makes the decisions.

Make it work for your role.

See the questions you can tackle.

What evidence would disprove this idea?

What you get

A bull-and-bear evidence map, a company primer, and a list of unanswered diligence questions.

Make it yours

Use your approved investment universe, house assumptions, time horizon, and research sources.

What you review

Validate source coverage and distinguish sourced facts from investment interpretations.

Make it work for your coverage.

Research focus

Equities, corporate credit, and macro context.

Use company research, capital-structure analysis, and policy material within your approved mandate.

Geographic context

Company coverage and policy across markets.

Supported US and non-US company disclosures, plus Federal Reserve, ECB, and Bank of England material. Check coverage and freshness by issuer, source, and period.

Your mandate

Universe, horizon, and house assumptions.

Specify public or entitled private-market sources, thesis pillars, review cadence, and the evidence your committee expects.

These are research workflow examples to configure around your source access and review process. Market coverage varies by issuer and period. Samaya hosts production data and backups exclusively in Google Cloud US regions.

Workflows for asset management

View workflows for asset management
  • Develops a thematic research piece across names.

  • Walks through a structured investment process for an idea.

  • Lays out a credit’s capital structure, maturities, and covenants.

  • Drafts a quarterly fund letter for investors.

  • A daily briefing on your coverage list. Scans the last 24 hours and returns only what could move estimates, guidance, regulatory risk, competitive position, or the stock.

What’s next on your desk?

Bring a question, a company, or a report you need to prepare. We’ll walk through it together.