Institutional

• CCZ’s Institutional Dealing and Sales group is a leading mid-market full service institutional broking team consisting of nine salesmen with over 150 years of experience as a collective.
• CCZ’s Sydney and Melbourne based teams have deep and trusted relationships with more than 100+ fund managers and a further 100+ high net worth investors. Our relationships with third party brokers are built upon excellent execution and advice. This network is further extended with international links throughout the US, Europe and Asia.
• CCZ’s strength lies in introducing the right institutional investor at the appropriate time and working with the corporate client to evolve the register in line with the business. CCZ’s recent track record provides the institutional sales team with ‘credits in the bank’ with leading fund managers.
• Lastly, our exceptional knowledge of how to build a solid company register of Australian and international institutional and high net worth investors allows our clients a service unlike any other along with the know how to manage a successful post primary or secondary market phase.

Team

• CCZ’s Research team has a reputation for its independence and innovative approach to analysis. Our highly ranked analysts have strong relationships with fund managers and industry specialists covering a variety of sectors.
• CCZ’s research product is seen as “a source of truth” from our institutional client base as it is well regarded domestically.
• Our process involves multiple meetings with management prior to initiating coverage to ensure we have a strong understanding of the business operations before undertaking research. This involves a comprehensive reviewal by both analysts and dealers to ensure full commitments across our business.
• We have extensive coverage across the small to mid cap sector and have seen many of our small cap ideas advance into the ASX 200 and some into the ASX 100 and ASX 50.
• CCZ provides expertise and coverage among stocks in IT, Software & Services, Telecommunications, Engineers, Emerging Companies, Transport & Logistics, Media, Internet, Leisure, Financial Services, Health Services, Engineering Services, Developers & Contractors and Construction Materials.

Team