Services for Equity Research and Hedge Funds

FarBPO helps clients make informed decisions by analyzing financial and industry data and producing client-specific reports and models through financial modeling, industry analysis, and the use of statistical and economic tools. FarBPO adopts data mining and modeling techniques to manage, analyze and interpret data to support diverse client activities in asset and business valuation, portfolio management, and industry research. In addition, FarBPO channel analysts interview people across channels and industries to add an important "qualitative" edge.

Channel Checks

FarBPO's channel analysts call and meet with suppliers, customers, distributors, store managers and employees to determine a company's or a product's recent performance and trends.
We have a team of experienced professionals to interview and research same store sales and other performance metrics of retailers and restaurants, for example.

Our team members prepare company and industry related questionnaires to interview various channels of the business including customers, suppliers, competitors, distributors, and employees.




We provide fast, accurate, and reliable qualitative and quantitive studies and have the ability to mobilize channel analysts across the country.


Telephonic surveys of restaurants, retail locations, distributors, suppliers, and customers.


Physical visits to restaurants, retail locations, factories, and distributors.


Creating and Updating Financial Models

Our financial research offerings provide a range of advanced research and analysis services for investment banks, private equity firms, equity research firms, mutual funds, and hedge funds among others.

FarBPO Associates do in-depth financial analysis of a company’s performance over the long term to help understand business cycle impact, profitability and true earnings power. Our associates develop various financial models and analysis tools to evaluate the financial performance of companies in various industries.

Our financial modeling and analysis includes 3 statement models, comparable and competitors’ analysis, discounted cash flows, sum-of-parts analysis, earnings estimates, and business cycle analysis—the impact of the current business cycle on operating and gross margins and profitability, cash flows, working capital changes etc. 

We base our 3 statement analysis and growth model on the wide industry analysis and current point of the business cycle. We forecast the company’s performance over the short term (3 to 5 years) and the long term (10 years) based on our industry analysis, and analysis of operating and gross margin changes.

Management Team Interviews and Analyst Calls

FarBPO Associates interview companies’ management and senior executives, to get a better grip on the business and industry, each company’s targets and the management’s perspective. Our associates prepare a questionnaire about the company’s businesses, business cycle, future plans, growth perspective and strategy to assist our analysis and research and we interview management to get the answers to these questions.

FarBPO Associates also gather and analyze the company’s investor presentations, and participate in analyst calls and earnings calls to and update our analysis and valuation and accordingly amend our forecasts and recommendations.

Industry Tracking

FarBPO Associates track industry data and their components. We analyze overall industry growth, overall capacity & utilization, industry trends, the competitive landscape and check on various industry players and their market shares and do the research on the forces driving the changes in market dynamics. Again, FarBPO Associates interview key industry executives and stakeholders.

Monitoring Corporate Actions

We keep a close eye on corporate actions announced in the industry and do detailed analysis to keep investors informed about the possible impacts and changes in our estimates and recommendations. We do in-depth analysis of major mergers and acquisitions, joint ventures, spin-offs, divestitures etc. to assist clients to evaluate businesses pre- and post- corporate events and to assess the impact of corporate events on the overall industry and competitive landscape.

Analyzing Public Filings and Annual Reports

FarBPO Associates analyze the public filings (10-K, 20-F, 13F, DEF etc) of companies filed with the SEC and Secretaries of States.  Associates extract requested information from these filings and from company annual reports.

General Due Diligence

FarBPO Associates create company profiles, analyze industries and products, do credit research, and more.
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Sector Coverage

FarBPO Associates cover a range of sectors including IT, financials, healthcare, retail, consumer goods, manufacturing and oil and gas.

Our financial research team consists of analysts and associates having strong academic background and industrial experience. They hold professional qualifications from leading and reputed institutes.

Finally, we believe that research is a continuous process and it is neither limited nor complete. After issuance of reports we keep a close eye on each covered company and its relatives. We check and analyze the news regarding that company and keep investors and clients informed about possible impacts and subsequent changes to our estimates and recommendations.