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Independent stock research with preservation and growth of clients' capital in mind - that's what DK Equities Research delivers. No investment banking activities, no conflict of interests. Just concise and timely progress reports on attractively-valued, powerful companies by a seasoned CFA. 

Primary research delivered into your email inbox. Monthly reviews that focus on seeing the forest while not forgetting about the trees. A disciplined investment style that focuses on ROI, funds flow, the earmarks of sustainable differentiation, and valuation of the same in the capital markets. 

A readiness to consult with you and your institution verbally. To address issues that go beyond the printed word ...

Caveats: All results un-audited and pre-dividend. Research universe performance assumes same amount of each stock bought when "brought with BUY" and sold when placed on "SELL." Universe size historically stable. Research universe’s equally-weighted dividend yield of 2.1% nominally exceeded the S&P 500's 1.9% as per year-end 2005. Future results may lag historical results. Recommendations may lose value. Any client investments made not FDIC insured. No hard copy reports available.


The DK Equities franchise stock portfolio has out-legged the major US indexes by a significant margin over the past six years since I've been exposed to it. As such, it has helped my globally-invested client portfolios to achieve better results, thus supporting my Geneva-based private banking business. Count me in as a continuing client!

Anne Hornung Soukup
Axia Investments S.A.
Geneva, Switzerland
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