Dynamics

Dynamics is a Pan-European team that combines sales, sales-trading and differentiated content creation. It helps traders and portfolio managers navigate tricky-to-model catalyst-driven situations using both quantitative and qualitative analysis.

Differentiated Content

We use carefully curated datasets, innovative data providers and quantitative techniques combined with a qualitative overlay.

We focus on catalyst-driven events, from Rights Issues to Secondary Placings to Earnings Results, producing broader back-testing pieces alongside analysis of specific situations from an independent perspective.

We embrace using “Big Data” to complement existing fundamental knowledge, with the ability to analyse alternative equity drivers such as extreme instances of market positioning, inferences from social media activity and influential management transactions.

Pan European and US Trading

We have diverse trading and sales-trading experience, offering solutions in situations where the Buy-Side and traditional Sell-Side typically don’t have the tools to analyse or execute.

We view Best Ex as a process, covering the life cycle of a trade from inception, through to execution and ultimately settlement, combining human oversight with modern liquidity capture tools. This ranges from traditional long-only strategies to expertise in pairs trading (from straight forward long/short swaps to rights arbitrage) across Pan-European and US equities.

Bespoke Work

We shape our content around our clients, with considerable time devoted to bespoke requests.

We employ a high-touch client focus, building long-term partnerships with a view to understanding and anticipating where it can best add value. This bespoke work takes many forms from portfolio monitoring to deep-dive single-stock analysis.

Who do we help?

We offer unique insights that have proved relevant and influential to a diverse group of clients, acting as an extension of the investment process.

Contact Panmure Gordon