Institutional

Cape Leveque has a skilled, experienced team of institutional dealers that provides a comprehensive institutional transaction service for major fund management clients with a global reach.

Our institutional dealing team focuses on providing clients with innovative advice and efficient execution. Our aim is to support clients with high quality research that will lead to significant portfolio out-performance.

Transactions

We have extensive knowledge and experience in the communication of company research, the provision of institutional advice, the execution of trades and the management of stock placements & underwritings.

Our relationships are long-standing and extend to a global distribution base that aims to provide superior solutions to both our domestic and international institutional investors.

Our Institutional broking services are supported by:

  • Our dedicated research team who provide quality and in-depth research, with unique and independent insights into investor demand
  • Our team of specialists in equity capital markets providing small, mid and large cap corporate clients with professional and confidential advice, tailored to help their businesses achieve their strategic objectives
  • Our relationships with senior management of listed corporates, non-executive directors and industry figures enables us to provide highly relevant information in a timely fashion

In-house Research

Our in-house research team has established itself as one of Australia's leading niche research groups. With a focus on the emerging growth market, we provide research of the highest standard to support our institutional and retail advisory teams.

Our specialist analysts provide coverage of small to mid capitalisation companies, which are often under-researched, and large capitalisation companies where we can differentiate ourselves with value-adding insights.

We seek to identify companies which are under-valued, but well positioned for long-term growth, as we believe these opportunities are most likely to provide investors with superior levels of returns. Using this approach, our team has an impressive record and is highly respected.

The research team is focused on providing timely, proactive, analytical and objective advice of the highest quality. We provide detailed individual company reports, sector analyses and updates on major company specific events or industry trends.

Equity Research

The flexibility that comes with a small, dedicated team enables us to identify growth sectors and swiftly initiate coverage on a broad range of opportunities and stocks.

We have grown from a premier provider of equity research for predominantly South Australian companies to a broker with expertise across a diverse range of geographies, sectors and market capitalisations.

We also have particular expertise in the wine, biotechnology and small capitalisation mining and oil sectors.

For more information about any of our Institutional services, please contact us here.