Doug Haddad - Profile and Journalist Details

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Valens Research

Valens Research is a global investment services firm based in Cambridge, Massachusetts, with an additional office in Pasig, Philippines. The company specializes in providing unique research solutions tailored for wealth advisors, financial planners, and institutional investors. Valens Research operates as a boutique firm, focusing on high-end investment research and services. The firm employs Uniform Accounting Financial Reporting Standards (UAFRS) to analyze financial statements, making over 130 adjustments to uncover distortions in GAAP and IFRS accounting. Valens offers a variety of research solutions, including newsletters and institutional support, as well as equity, credit, and macroeconomic research. The company's proprietary framework aims to help clients make informed investment decisions by providing adjusted financial data. Valens Research is led by a team of experienced professionals, including Chief Investment Strategist Professor Joel Litman and Director of Research Robert Spivey. The firm utilizes advanced technology, including Amazon Web Services, to enhance its research capabilities and client services. Valens Research has shown strong performance, with its investment ideas consistently outperforming the S&P 500.