Why Finch Capital Labs?
AI-Enhanced, Human-Directed: Advanced data analysis strengthened by disciplined human judgment.
Focused on Disruption: Global, industry-agnostic research identifying the beneficiaries and casualties of change.
Researching Both Sides: Long/short stock analysis designed to uncover differentiated sources of alpha.
Institutional Research for a Changing Investment Landscape
Finch Capital Labs is an independent institutional investment research firm focused on the forces reshaping global markets.
Independent Reaseach
Our research examines disruption wherever it emerges—across industries, asset classes, economic systems, and geopolitical environments. While our mandate is not limited to any single sector, we recognize that disruptive technologies are among the most powerful and prolific drivers of market change, competitive realignment, and long-term value creation.
Institutional perspective
We combine fundamental analysis, thematic research, and market intelligence to identify emerging opportunities, evolving risks, and structural shifts in capital allocation through definable and repeatable data analysis.
Forward-looking insight
Designed for institutional investors, asset managers, private investment firms, and sophisticated allocators, Finch Capital Labs transforms complex developments into clear investment theses, rigorous risk frameworks, and decision-useful insights across public and private markets.
Alpha Strategy Research
Finch Capital Labs conducts institutional stock research through an Alpha Strategy framework designed to identify mispriced opportunities on both the long and short sides of the market.
Our mandate is global and industry-agnostic. We analyze disruption wherever it is changing competitive positions, business models, earnings potential, or market expectations. Although research is not limited to technology companies, we recognize that artificial intelligence and other disruptive technologies are increasingly influential drivers of change across nearly every industry.
Stock Analysis Framework
Our research integrates fundamental, valuation, statistical, and market-based analysis to assess an individual security’s potential risk and return—then human judgment is applied to interpret the data, pressure-test the conclusions, and finalize the research view.
A Long/Short Research Orientation
The Alpha Strategy applies a model long/short framework, generally viewed through a 70% long and 30% short orientation.
Research focused on both sides of disruption
The objective is to identify individual stocks where fundamental conditions, valuation, and market behavior create an asymmetric opportunity—and where differentiated analysis may produce alpha.
About Us
Jeremy Olen, CFA
Christopher Mercado, MBA, CIMA®, CFP®, CEPA®, AIFA®
Christopher Mercado, MBA, CIMA®, CFP®, CEPA®, AIFA®
Jeremy is a financial-services executive, entrepreneur, investment manager, and Managing Partner and Chief Investment Officer at Finch Capital Labs. His career spans institutional investment research, portfolio construction, quantitative strategy, advisor support, financial-services CIO leadership, and building and successfully exiting a
Jeremy is a financial-services executive, entrepreneur, investment manager, and Managing Partner and Chief Investment Officer at Finch Capital Labs. His career spans institutional investment research, portfolio construction, quantitative strategy, advisor support, financial-services CIO leadership, and building and successfully exiting a business. A CFA® charterholder, Jeremy has developed proprietary investment methodologies, published market indexes, helped launch ETF strategies, and supported several billion dollars in brokerage and advisory assets. At Finch Capital Labs, Jeremy brings a disciplined, research-driven perspective to evaluating risk, return, and opportunity across disruptive sectors. He is also an active volunteer in his local community.
University of Michigan, BA, Mathematics & Actuarial Science
Christopher Mercado, MBA, CIMA®, CFP®, CEPA®, AIFA®
Christopher Mercado, MBA, CIMA®, CFP®, CEPA®, AIFA®
Christopher Mercado, MBA, CIMA®, CFP®, CEPA®, AIFA®
Christopher is a business executive, entrepreneur, and Managing Partner and Chief Investment Strategist at Finch Capital Labs. His career spans investment strategy, business development, organizational growth, financial-services leadership, institutional trade administration, and overseeing M&A activities for clients. His experience incl
Christopher is a business executive, entrepreneur, and Managing Partner and Chief Investment Strategist at Finch Capital Labs. His career spans investment strategy, business development, organizational growth, financial-services leadership, institutional trade administration, and overseeing M&A activities for clients. His experience includes building and successfully exiting a business, advising sophisticated clients through complex financial decisions, and supporting strategic initiatives across investment, operational, and transaction-oriented environments. Christopher is also a returned Peace Corps Volunteer who served in Guatemala and remains active in community governance and youth sports.
University of the Pacific, MBA
CSUSM, BS, Business Mangeament