From our flagship nuclear energy and uranium coverage to custom research across any sector, we deliver the insights that drive informed investment decisions.
Our flagship research coverage focuses on the rapidly evolving nuclear energy sector and uranium markets—one of the most compelling investment themes of this decade.
We provide comprehensive analysis covering supply-demand dynamics, geopolitical factors, reactor development, and individual company fundamentals across the entire nuclear fuel cycle.
Beyond our nuclear energy expertise, we offer comprehensive research coverage across multiple sectors and asset classes.
Fundamental analysis, valuation models, and investment recommendations across sectors including energy, materials, industrials, and technology.
Comprehensive sector reviews examining industry trends, competitive dynamics, and thematic investment opportunities.
Global economic analysis, central bank policy tracking, and strategic market positioning recommendations.
Morning market previews and evening recaps highlighting key developments, earnings releases, and market-moving news.
Credit research, interest rate analysis, and bond market commentary for institutional fixed income portfolios.
Portfolio risk assessment, scenario analysis, and stress testing to help manage downside exposure and volatility.
Gain exclusive access to our proprietary Nuclear and Uranium Model Fund—a carefully curated portfolio built and actively managed by SEQH Capital's research analysts.
This premier service allows our top-tier clients to track our analysts' real-time positioning, allocation decisions, and investment thesis across the nuclear energy and uranium sectors.
See exactly how our research translates into actionable portfolio construction, with full transparency into holdings, weightings, and rebalancing decisions.
View complete holdings, position sizes, and sector allocations updated in real-time as our analysts make changes.
Monitor historical performance, risk metrics, and how the model fund compares to relevant benchmarks and indices.
Receive detailed explanations for every buy, sell, and rebalancing decision with supporting research and analysis.
A concentrated portfolio leveraging our deep sector expertise in nuclear energy, uranium mining, enrichment, and nuclear technology companies.
This service bridges the gap between research and implementation. Our premier clients don't just receive analysis—they see exactly how our team would invest based on that research. It's like having our analysts manage a reference portfolio specifically for you to follow.
For our premier institutional and high-net-worth clients, we offer fully customized research services tailored to your specific investment objectives and portfolio needs.
Our custom research goes beyond standard coverage—we dive deep into any sector, company, or investment theme you specify, providing the detailed analysis and insights you need to make confident decisions.
Work directly with our research team through calls, meetings, and ongoing communication to ensure our research aligns with your needs.
Any sector, any geography, any asset class—we adapt our research to match your investment focus and strategy.
Receive expedited turnaround times and priority access for time-sensitive investment decisions.
Choose the level of research access that fits your investment needs. From our free newsletter to comprehensive premier services, we have options for every investor.
Get started with essential market insights and research tear-sheets delivered daily.
Full access to our research reports and model fund insights for serious investors.
Comprehensive research services with dedicated analyst support and 24/7 access.
Whether you're focused on nuclear energy opportunities or need custom coverage across any sector, our research team is ready to support your investment strategy.