What We Do

Arete provides unbiased research, free of conflicts of interest from corporate advisory work and proprietary trading. We cover over 100 stocks globally, and track hundreds more, in all fields of technology, telecoms and alternative energy. Our views are supported by in-depth analysis of industry participants, reinforced by extensive fieldwork. We are passionate about the importance of high quality independent research that provides clients with actionable ideas, and identifies key investment themes and trends across our fields of inquiry.

As a matter of principle, Arete never receives any form of compensation from the companies we analyse, nor are we conflicted by the dynamics of trading desks. Our sole purpose is to help investors better understand the complex dynamics of the sectors we cover. We aim for nothing less than the best research product in the market, and over 15 years, our clients have recognised the value and distinct advantage that our independent views bring to their investment decisions.

 

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Our product comprises:

  • Arete Best Ideas
  • Stock specific research
  • Detailed supporting models
  • Global thematic reports
  • CIO, CTO and CDO insights and perspectives
  • Market trend data and analysis
  • In-depth discussions with analyst teams
  • Arete Access

Recent Research

Aug 19 2019
Semiconductor Earnings Wrap-Up: Macro Madness
Semiconductors
Aug 19 2019
CIO Series: Consulting Firm Goes All In on CRM
Enterprise Software & Security
Aug 15 2019
VMware: Nothing Pivotal
Enterprise Software & Security
Aug 13 2019
Symantec
Enterprise Software & Security
Aug 12 2019
Black Hat Conference Feedback: Enter The Dragon
Enterprise Software & Security

Recent Events

Aug 07 2019
Black Hat 2019
Enterprise Software & Security
Aug 07 2019
SK Hynix Dinner - Santa Clara
Semiconductors
Jul 24 2019
IR Call Series - Keysight Technology (KEYS)
Semiconductors
Jun 24 2019
Asia Memory, Display & Battery Tour
Semiconductors
Jun 14 2019
Conference Call with 3UK & Andrew Beale
Telecom Equipment