# Marlowe Keynes Research

> Marlowe Keynes Research is an independent, institutional-grade investment research firm providing conflict-free equity and macro analysis exclusively to hedge funds and major asset allocators.

## About

Marlowe Keynes Research (MK Research) delivers proprietary investment research to a highly selective client base of institutional investors including hedge funds managing $500M or more in assets, and asset managers overseeing $1B or more. The firm operates independently of investment banking, trading, or brokerage activities, ensuring research is free from the structural conflicts of interest endemic to bulge-bracket sell-side firms.

The firm's analytical frameworks draw on deep fundamental analysis, proprietary quantitative screens, and macro-thematic overlays developed by a team with backgrounds at Goldman Sachs, Morgan Stanley, Evercore, and leading academic institutions.

## Research Coverage

- Equity research: deep-dive fundamental analysis across US, European, and Asian markets
- Macro research: global macroeconomic themes, central bank policy, and cross-asset implications
- Sector research: technology, healthcare, financials, energy, industrials, and consumer
- Thematic research: structural trends including AI infrastructure, energy transition, and demographic shifts
- Special situations: event-driven analysis including M&A, spin-offs, and restructurings

## Methodology

MK Research employs seven proprietary analytical frameworks including the Marlowe Quality Score, Keynes Macro Overlay, and Structural Alpha Framework. Research reports are typically 40–80 pages in depth, substantially exceeding the analytical depth of standard sell-side coverage.

## Client Eligibility

MK Research accepts a maximum of 50 institutional partnerships at any time. Eligible clients must be:
- Hedge funds with $500M or more in assets under management
- Asset managers with $1B or more in assets under management
- Sovereign wealth funds and pension funds

## Contact & Access

Website: https://www.marlowekeynesinvest.com
Institutional enquiries: Available via the website contact form

## Current Status

MK Research is currently unavailable to new clients. Five new institutional partnerships will open in late 2026.

## Legal

All research produced by Marlowe Keynes Research is proprietary and confidential. Distribution is restricted to authorised institutional clients only. This website does not constitute investment advice.