Frequently Asked Questions (FAQs)
Click the links below to read frequently asked questions and answers about the Topdown Charts Professional service.
What is the Topdown Charts Professional service?
Topdown Charts provides global multi-asset investors with investment ideas, risk management alerts, and meaningful macro insights to help investors make better decisions, with confidence — so they can achieve their goals and get ahead.
Topdown Charts was founded in 2016 by Callum Thomas after leaving his job as multi-asset investment strategist at a large fund management company.
His goal was to create a research product that would be chart-focused (highly visual, light on words, heavy on impact), pragmatic (merging fundamentals + macro + technicals to build a comprehensive picture and raise conviction), and relevant (something worth reading, something that is actually helpful for portfolio managers and professional investors; and measurably boosts investment performance).
Over the past decade, Callum has established Topdown Charts as a reliable, innovative, and effective research partner. Clients include hedge funds, family offices, wealth advisors, and some of the world’s largest fund managers.
Most importantly, he has established an excellent track record, identifying several major macro-market shifts + a strong hit rate of 70%+ on investment ideas.
What’s the philosophy and angle behind Topdown Charts?
The core philosophy is that macro and markets go in cycles, and that these cycles more or less rhyme across time, assets/markets, and geographies.
The conceptual model of the market cycle is displayed below — and this version is probably a bit more nuanced than what you might be used to seeing, because we understand the psychological turmoil and corporate/governance pressures that each stage of the cycle brings.
We help investors navigate these cycles.
Specifically, by studying history and developing the right indicator set, we have proven over time that you can spot opportunities that others might have missed.
In the Weekly Macro Themes report we provide the conceptual and analytical framework + specific recommendations to give investors the confidence and certainty to make the right decision in uncertain times.
It is this pragmatic top-down approach that has helped us (and our clients) achieve repeatable performance across asset classes & market cycles.
And ultimately, that is the core objective — to achieve repeatable performance (ideas that boost portfolio returns and/or help protect capital), over the long-run, across cycles and markets.
We are not here to make a quick buck.
We are here to deliver the maximum number of excellent ideas over the long-term, because that’s how we can have the biggest impact in helping our clients (and their clients) get ahead.
I have further questions. How can I contact you?
You can contact us through Substack’s direct message feature (click button below) or by emailing callum.thomas [,at,] topdowncharts.com or via the website contact page. We’ll do our best to answer your questions and assist you.