Research Without Conflicts
We publish only research. No brokerage, no banking, no distribution incentives — the analysis is the product.
Fayd Capital Group was built around a simple conviction: durable investment returns come from doing primary work that most of the market will not do. We read the filings, model the capacity, and travel to the assets.
Our analysts write for a demanding readership — allocators who care more about the shape of a supply curve than about a price target. Each report carries an explicit thesis, the conditions that would invalidate it, and the evidence we are tracking.
We are deliberately narrow. Fewer names, deeper work, and a willingness to say nothing when we have nothing worth saying.
Independent since inception, with no brokerage or banking conflicts.
Global equities across resources, technology, industrials, and healthcare.
Family offices, endowments, and long-horizon institutional allocators.