Case Study: Sungarden Investment Research improves investment research and client communications with YCharts

Sungarden Cultivates Investment Success With YCharts

Sungarden Investment Research, a discretionary money manager using proprietary hedged investing strategies, needed a high-end, flexible research platform to support its portfolio management and client communications. Its previous research provider was not web-based or easy to access across devices, so Sungarden turned to YCharts for a more modern solution.

With YCharts, Sungarden gained powerful charting, a customizable dashboard, and access to extensive fundamental data and API capabilities. The firm uses YCharts to combine 60–70 stock metrics into an automated rating score, improve its investment research process, and create client-facing reports and market commentary; after three years, YCharts had become central to both Sungarden’s research workflow and its ability to communicate clearly with clients.

Sungarden Investment Research

Rob Isbitts

Co-Founder and Chief Investment Strategist