What you get
A bull-and-bear evidence map, a company primer, and a list of unanswered diligence questions.
Develops a thematic research piece across names.
Asset management
Put your thesis to the test.
Explore an idea, challenge the reasons you own a company, and see what new evidence could change your view.
Research around the way you invest.
- Across your mandate. Equities, corporate credit, and the macro context behind your view.
- Across markets. Supported US and non-US disclosures, plus Federal Reserve, ECB, and Bank of England material.
- Your investment lens. Bring your universe, time horizon, house research, and thesis assumptions.
Samaya, throughout your day.
Your questions change as the day unfolds. Samaya helps you catch up on overnight news, test your portfolio theses, and turn the day’s research into a positioning update.
Review overnight developments
What happened overnight across our holdings, and could it change our investment theses?
How Samaya helps
A morning brief with thesis questions and source links.
Review the portfolio theses
Does the latest evidence still support the reasons we own these companies?
How Samaya helps
A thesis review with counterevidence and gaps for the investment team.
Stress-test the assumptions
What is the strongest evidence against our thesis, and what would change our view?
How Samaya helps
Evidence for and against the assumptions, with questions to investigate.
Draft the positioning update
How can we explain the research behind our latest portfolio positioning?
How Samaya helps
A positioning-commentary draft for portfolio and compliance review.
Example research journeys. 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.
Workflows for asset management
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.