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Welcome
We're glad you found us. Viola Advisory is an independent investment consultant
dedicated to providing investment ideas and industry research to fund managers
and institutional investors on opportunities in the technology sector.
We strive to be different from the Street by delivering more relevant, more
original, and better targeted research. More importantly, we seek to provide you
with INSIGHT and not just information.
Hundreds of standard company and industry reports are produced each month, only
to be left unread by the typical fund manager. Moreover, the needs of large
institutions with their own analysts are different from those of smaller-sized hedge
funds, investment advisors and pension funds. We believe that research has to be
more closely tailored to each client’s needs.
While good analysts have always provided original ideas, most research on the
Street is based on packaging and massaging information. We believe investors
want timely information that gives them a perspective on how industries evolve over
time and how that will affect each company. That means more in-depth analysis of
the secular growth trends and market drivers in order to generate timely ideas.
Given the sheer number of companies in the technology sector, we are more
selective about the companies and industry subsectors that we cover.
We're glad you found us. Viola Advisory is an independent investment consultant
dedicated to providing investment ideas and industry research to fund managers
and institutional investors on opportunities in the technology sector.
We strive to be different from the Street by delivering more relevant, more
original, and better targeted research. More importantly, we seek to provide you
with INSIGHT and not just information.
Hundreds of standard company and industry reports are produced each month, only
to be left unread by the typical fund manager. Moreover, the needs of large
institutions with their own analysts are different from those of smaller-sized hedge
funds, investment advisors and pension funds. We believe that research has to be
more closely tailored to each client’s needs.
While good analysts have always provided original ideas, most research on the
Street is based on packaging and massaging information. We believe investors
want timely information that gives them a perspective on how industries evolve over
time and how that will affect each company. That means more in-depth analysis of
the secular growth trends and market drivers in order to generate timely ideas.
Given the sheer number of companies in the technology sector, we are more
selective about the companies and industry subsectors that we cover.
Current coverage includes the following sectors:
 | Semiconductor | |
| Enterprise Software | |
| Video Game Software | |
| Internet / E-Commerce | |
| Solar | |
| Communications Equipment | |
Please browse our site for further details. To discuss how we can help you send an
email to info@violaadvisory.com.
email to info@violaadvisory.com.
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Viola Advisory
Digital convergence, connection and
confusion (comment by Mariano Viola)
26 June 2011
ABC Radio National | Background Briefing
Click here for transcript
