Capital Markets Investors
Capstone's Capital Markets Advantage
Proposed regulation and a burgeoning activist philosophy on the part of regulators is transforming industry. Our team complements its expertise in policy and politics with substantial investment buy-side and sell-side experience. We rigorously identify and quantify regulatory and political risks and opportunities in a wide swath of companies and specific transactions, providing differentiated insight in the process.
We dig deeper
Our process always involves a deep-dive analysis of state, federal, and international, and global policy. Our analysts mine news outlets, legislation, events, and other public resources to come up with unique investment ideas with a policy angle. We leverage our extensive outreach to relevant industry associations, advocacy groups, regulators, policymakers, and think tanks to gain a solid understanding of the relevant political landscape and the issues at hand. Our analysts focus on the minutiae of public policy by reading and reviewing public documents, including proposed rules and comment letters, proposed and enacted legislation, as well as policy meetings and hearings.
We engage
Our analysts regularly consult with our clients to help them understand important policy issues. An engagement with Capstone includes the ability to request ad-hoc policy research on existing and potential investments. At the direction of clients, our team can quickly identify key regulatory issues impacting investments. We treat client requests with complete confidentiality. Our focus on a fee-based model, rather than one requiring us to drive trading volume among our clients, allows us to maintain a more compact customer base permitting a more robust dialogue with our clients than our peers.
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Our Latest Insights
Texas Remains Favorable for Home Insurers Despite Lawmaker Scrutiny on Rising Rates
Capstone believes that Texas’ broadly favorable regulatory framework will continue to face increased lawmaker scrutiny over rising insurance rates. In California, we believe that P&C insurers will benefit from the reforms enacted in the recently concluded...
Education Monthly: K-12 Funding Streams Will Stabilize Despite Threats of Significant Cuts
On October 1st, the White House issued a "compact" to select universities—a contract that promises institutions preferential treatment in funding in return for their revamping admissions, hiring, and free-speech policies. President Trump subsequently appeared to widen...
Demand for Sustainable Aviation Fuel Gets Support from Stricter Carbon Offset Rules
Key Points: Current SAF volumes represent just 0.3% of the global total jet fuel consumption, constrained by inconsistent policy mechanisms, high prices, and competition from renewable diesel production. However, corporate use of SAF for voluntary Scope 3 emissions...
