Among the finest analysts on the street: Oxcap are great at joining the dots between macro and micro with unparalleled sector knowledge. The ability to place current events within a historical context is invaluable, especially as the broader sell side continues to commoditise research.

Oxcap has a differentiated ability to pin point where we are in a global macro context – especially Industrials. Their work is underpinned by robust analysis and parallels from stock market history. Our personal favourite publication is the ‘The Cycle’, a weekly must-read for our portfolio managers

The thought leaders on the industrial sector, and amongst the strongest on the sell side more broadly. The combination of deep expertise, analytical rigour and thought provoking discussion clearly stands out and leads to genuinely actionable insights.

Ben has consistently been one of the best industrial analysts in Europe over my career in the industry. His grounding of company analysis in a global macro context and challenging the consensus narrative were differentiators ten years ago. This is even more differentiated and valuable today.

Among the finest analysts on the street: Oxcap are great at joining the dots between macro and micro with unparalleled sector knowledge. The ability to place current events within a historical context is invaluable, especially as the broader sell side continues to commoditise research.