Institutional Grade

Be the Expert in the Room.

Full equity research featuring 10,000+ word initiating coverage reports, comprehensive financial models, and event-driven updates. Built for professional allocators.

Trusted by professionals at top institutions

European Defence Agency NATO European Space Agency Goldman Sachs S&P Global UniCredit BNP Paribas Fideuram Crif Ratings European Defence Agency NATO European Space Agency Goldman Sachs S&P Global UniCredit BNP Paribas Fideuram Crif Ratings

An Edge Built on Conviction

Deep fundamental analysis overlaid with geopolitical insights.

Full Equity Research

Initiating coverage reports of 10,000+ words detailing competitive positioning, management track records, and the investment thesis. Includes ready-to-ingest financial models.

Event-Driven Updates

We actively maintain our coverage. Flash updates are issued immediately when target prices are reached, earnings are out, or there is a material change.

Asymmetric ROI

Built for professional allocators. A single well-executed allocation based on our research pays for the entire subscription many times over.

Transparent Performance

We believe in total accountability. We are fully transparent on our historical performance, publishing our track record and portfolio results on a monthly basis.

Standard Plan Included

Premium members receive all Standard tier benefits, unlocking deep-dive geopolitical analysis, thematic research, and comprehensive sector primers.

Weekly Euro Brief

Includes our Weekly Euro Brief newsletter, delivering a rapid summary of major news, events, and movements across the Aerospace & Defense European sector.

The Minds Behind the Research

Built on Real-World Execution.

We don't employ retail bloggers or financial content writers. Quartz Sea is driven by institutional-grade experience and hard-fought market understanding.

Matteo (@MrnllMtt)

Founder & Head of Research

Ex-STIR Trader

Deep understanding of interest rate markets and institutional order flow.

CFA L3 Candidate

Rigorous quantitative and fundamental analysis framework.

Commodity Broker

Founded and ran a dual-use physical commodity brokerage at age 23.

Geopolitical Expert

Diplomacy Background

Providing a deep understanding of sovereign policy, regulatory shifts, and macroeconomic chess moves.

Global Macro Analyst

European Bulge Bracket

Bringing top-tier institutional risk management and top-down macro modeling expertise.

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Latest Equity Research

Deep-dive initiating coverage reports and critical updates, exclusively for our Premium members.

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Included in Standard

Thematic & Geopolitical Analysis

Premium members receive complete access to all Standard tier benefits, including deep-dive thematic reports and geopolitical analysis.

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Trusted by Institutions

Don't just take our word for it.

★★★★★

"The geopolitical coverage is a solid addition to our morning reading. It's rare to find an independent shop that actually understands the defense sector."

Equity Analyst

Boutique Asset Management

★★★★★

"Appreciate the no-nonsense approach to the initiating coverage reports. The financial models are clean and easy to plug into our own assumptions."

Independent Investor

Family Office

★★★★★

"Their contrarian take on European industrials helped us rethink our exposure. It's refreshing to read research that isn't just summarizing consensus."

Portfolio Manager

European Equity Fund

Choose Your Access Level

Feature Comparison
Free
$0
Standard
$240/yr
$20/mo billed annually
Institutional Tier
Premium
$3,300/yr
$275/mo billed annually
Weekly Euro Brief
QS Index Performance Updates
Thematic & Macro Research
Geopolitical Analysis
Equity Research (10k+ word Initiating Coverage)
Equity Research (Updates)
Financial Models (Excel)
Full Report Archive
Analyst Access
Get Started Get Started Request Premium Access

Standard

$240/yr
  • QS Index Performance Updates
  • Weekly Euro Brief
  • Thematic & Macro Research
  • Geopolitical Analysis
  • Equity Research (Initiating)
  • Equity Research (Updates)
  • Full Report Archive
  • Analyst Access
Get Started
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Frequently Asked Questions

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Verified Reader

"One blue-chip Fund Manager starting their morning on Saturday with our summary and analytics on local European procurement. The depth is vital for corporate tracking and understanding supply chain bottlenecks before they hits the wire."

FR

Director of Research

European Defense Equity Fund

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Why are the analysts anonymous?

Our team consists of active and former finance professionals and diplomats. To navigate strict institutional compliance frameworks and protect proprietary political/market networks, we publish collectively under our brand name. The quality and track record of the research speak for themselves.

What does the $3,300 Premium Plan include that the $240 plan doesn't?

The $240 plan provides high-level market overviews. The $3,300 Premium Plan grants you full access to our deep-dive equity research reports, institutional-grade valuation models (Excel format), direct access to our thematic geopolitical briefs, and flash alerts on high-conviction setup changes.

Can I expense this subscription to my firm?

Yes. Every premium subscription comes with a detailed, corporate-compliant invoice and receipt containing tax/VAT information suitable for accounting, continuing education, or research budget expensing.

What is the frequency of the premium reports?

We publish 2 deep-dive equity reports per month, alongside weekly geopolitical risk updates and real-time portfolio alerts.