What We Do

Research

Sova Capital Research provides comprehensive analytical coverage of the Russian and emerging markets economies and investable securities, helping our clients stay ahead of the curve and capitalise on investment opportunities in the equity, fixed income, commodity and derivative products markets

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In 2017 we were placed among Russia’s Top 3 research teams as rated by Extel, having claimed the Number 1 spot in the Metals & Mining, Consumer & Retail, Small & Mid Caps and Fixed Income categories

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We provide our clients with a wide range of periodic, news-driven, ad-hoc and thematic research products, which focus on macro, equity, fixed income or commodity instruments

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We help our clients generate market-beating returns by creating a holistic investment context and utilising a combination of broad top-down views with in-depth bottom-up intelligence

Our research team proactively utilises its vast local knowledge and industry connections to service our clients’ needs. Our leading analysts boast, on average, more than 10 years of experience in financial markets, asset valuation, audit and business consulting.

Team

Mikhail Terentiev,
CFA
Head of Research, Consumer & Retail

15 years of relevant experience, incl. 12 years in Equities

Alexander Vengranovich Senior Analyst,
Technology, Media & Telecommunications

13 years of relevant experience, incl. 9 years in Equities

Andrey Mikhailov Senior Analyst,
Financials

18 years of relevant experience, including 6 years in Equities

Artur Galimov Analyst,
Consumer & Retail

11 years of relevant experience, incl. 10 years in Equities

Daria Isakova Senior Economist

9 years of relevant experience, incl. 8 years in Macroeconomics

Ilya Lyapustin,
CFA
Analyst,
Utilities, Transportation

7 years of relevant experience, incl. 3 years in Equities

Matvey Tayts Senior Analyst,
Utilities, Transportation

19 years of relevant experience, incl. 17 years in Equities

Mitchell Jennings Senior Analyst,
Oil & Gas

4 years of experience covering RU Oil & Gas

Yuriy Vlasov Senior Analyst,
Metals & Mining, Chemicals

14 years of Global and EM Metals & Mining Equity Research experience