Research, advisory & wealth stewardship.
Orvessa Hayes’s professional activities primarily focus on institutional research, investment advisory, corporate advisory, and private wealth advisory. Across every practice, we emphasize capital allocation efficiency and the relationship between risk and potential return.
Institutional Research
We conduct research across global capital markets, examining the relationships between corporate fundamentals, industry structure, the macroeconomic environment, and capital markets to support professional investment decision-making.
- Global macroeconomic research
- Public company research
- Industry research
- Investment theme research
- Asset class research
- Market risk research
Investment Advisory
We provide professional research support for investment decisions and capital allocation from the perspectives of macro environment, industry structure, corporate fundamentals, valuation, and risk.
- Long-term asset allocation
- Portfolio research
- Risk budgeting
- Investment strategy research
- Long-term value analysis
Corporate Advisory
We provide companies and business owners professional support for long-term development through research into corporate finance, industry structure, and long-term capital requirements.
- Corporate strategy
- Capital structure
- Corporate valuation
- Financing planning
- Preliminary M&A research
- Market entry analysis
- Industry competition research
Private Wealth Advisory
We serve business owners, family clients, high-net-worth individuals, and private investment offices with a considered, long-term approach to wealth.
- Long-term wealth planning
- Asset allocation
- Investment research
- Portfolio analysis
- Risk management