About

Gersemi (meaning ‘riches’ or ‘treasure’) is the beautiful daughter of Freya and Od, according to Norse mythology. 

Gersemi Research is an independent investment and equity research platform with primary focus on shipping and oil services.  We offer wide variety of services, including research, investment advise, fund management and consultancy. We have a proven track-record of significantly and consistently outperforming consensus and generating returns above the SP500 over many years.

Mr. Joakim Hannisdahl, our Head of Research, has several years of experience as a Shipping Analyst on equities at Nordea Markets and Fearnley Securities. He holds a Master of Commerce (extension) with specializations both in Financial Econometrics and Funds Management (UNSW), in addition to a Bachelor of Social Sciences with specializations in both Economics and International Relations (NTNU). He is currently investing private funds, among other engagements.

 

In addition to ad-hoc engagements, we offer two types of memberships:

  1. A fixed $199/month fee ($0 first month, then $99/month trial period) to gain access to our proven & consistent alpha-generating research (+74% since 2014 vs market -54% % consensus -52%). Please sign up to become a Gersemi Member
  2. An individual plan for Private Network members. You get access to the inner details of our portfolio management & insight into “Private & Confidential” information from our network, in additional to Gersemi Member benefits. Initial fees are close to zero and primarily based on the future performance of our portfolio of equities (+82% on avg capital employed since 2016). Please contact us to become a member of my Private Network

Gersemi Member

We have consistently and significantly outperformed both the market and consensus over time. Since 2014, our stock recommendations within shipping have returned 74%. Consensus’ recommendation on the same shares have returned a loss of -52% in the same period, while an index of the shares is down 54%.

Our research is widely acknowledged among institutional and retail investors alike. Please find some samples below:

Feb/2018: Firing on all Cylinders (26-page report)

Apr/2018: LPG Shipping (BUY): Do Not Liquidate Palatable Growth (34-page report)

Jun/2018: Genco Shipping (BUY, TP 24): Value Destruction

Gersemi is also a widely cited source in the most renowed shipping industry media outlet TradeWinds and a variety of other news outlets.

We offer a $99/month trial period and $199/month thereafter. You can receive  two months for free (17% discount) if you sign up for our annual $1,999 subscription service.

Please sign up here to become a Gersemi Member

Private Network

I have been managing a portfolio of shipping/oil service shares since 2016, and have generated 82% return on average capital employed since inception. 81% in 2016, 21% in 2017 and 11% YTD. Full transaction list available to private network members.

Fees are based on the performance of my portfolio, and thus fits all investors, small and large. This is an opportunity to take part in our proven strategies, with close to zero fees if I miss the mark. Please contact me for a private quote on how to become a member of my Private Network.