Milton Financial Market Research Institute LLC
about us

Milton Financial Market Research Institute LLC helps investment professionals make better decisions with unbiased, insightful and risk appropriate market and global economic data and analysis. In 2016, Milton Financial Market Research Institute a new investment research group was founded  based on our fundamental belief that making money was more important than being right. This believe drove a passion for analysis and the market and allowed us to evolve to be one of the leading investment research providers for activist investments

in the market. Today we are widely recognized for concise commentary and unbiased views. We offer investors insight into forces driving the markets. Our approach combines both fundamental and quantitative research disciplines. Actionable ideas meet our unique approach to the markets. We strive to identify new investment opportunities, the Institute explores how changing asset allocation in the hedge fund community are driving investment flows. As an independent investment research and information provider, at Milton Financial Market Research

Institute LLC we take our role in capital markets very seriously.  Producing the kind of reports and analysis that people can rely on informs our analytical approach to all of our work here. We are the first to say we can’t guarantee to always get it right.  But we do our very best. Beholden to no one, we follow the research where it leads us, without fear or favor.  We are indifferent to what a company makes, sells, does, or who is running it. We are the go-to source for trade ideas and activist investments.

…If you took our top fifteen decisions out, we’d have a pretty average record. It wasn’t hyperactivity, but a hell of a lot of patience. You stuck to your principles and when opportunities came along, you pounced on them with vigor.” – Charlie Munger

Our subscription platform allows us to do a few things very well. It allows us to share the research we are doing for our own investment decision making. It allows us to communicate rapidly with investors that are willing to pay for our best trade ideas. The editorial process takes time, but trade ideas can be posted as quickly as we can write them and send the file. This is critical for updating investors to a liquidity event.

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Since we are investment bankers born and bred in Austria we have also applied our Austrian economics background to the world of investing. Austrians know that the future is uncertain and the uncertain is unforeseeable. Rather than just trying to predict the future with a crystal ball we are accepting the fact that the future is uncertain. Therefore we have developed research methods that will identify, a high probability of a small negative return, and a small probability of a very large positive return. Which means our research is backed by facts and not assumptions.

13F filings are submitted quarterly by any manager controlling investments of at least $100 million.

13D/G filings are typically filed within 10 days of an investor acquiring at least 5% of a single publicly traded company.

8-K is a report of unscheduled material events or corporate changes at a company that could be of importance to the shareholders.

Forms 3, 4 and 5 all corporate insiders and any owner of 10% or more of a company’s stocks are required to file these forms .

Form D must be filed no later than 15 days after the first sale of securities.

N-SAR filing that is specific to registered investment management companies, and requires that those companies disclose some financial information.

Researchers seek a digital environment where ideas can be exchanged. Thats why we are working on implementing exactly that. This is our way in giving back to the community empowering you to have an even greater impact in your field. Academics and Practitioners are invited to submit us their research papers related to the financial markets.

Research papers are subject to peer reviews before they are published on Milton Financial Market Research Institute. For more details please send us an email with subject “Research”.