Traditional equity research treats each company as an isolated data point — a set of financial ratios to be compared against peers and historical ranges. This approach misses the structural relationships that explain why companies behave the way they do: the customer dependencies, supplier concentrations, regulatory linkages, and competitive dynamics that often drive performance more than the fundamentals visible in reported financials.
What the 360° View maps
For each company in coverage, Centaur constructs a relationship graph that includes first and second-order customer and supplier relationships, regulatory body exposures, shared board member networks, and geographic revenue and cost concentrations. The graph is updated continuously as new filings, news events, and earnings transcripts become available.
Why it changes the analysis
A company that looks healthy on its own financials may be highly exposed to a single customer that is itself under stress. The 360° View surfaces this before the customer stress transmits to the covered company's own results — typically providing 60 to 120 days of advance visibility compared to a purely fundamental approach.