Introducing the Conviction Advantage: Capital Markets Quarterly, a collaboration with Aaru that offers a new quarterly publication designed to evaluate where institutional investor conviction is most concentrated, how that conviction varies across mandates, and the factors most likely to drive changes in positioning. Conviction Advantage is a first-in-class global, AI-powered decision-intelligence platform designed to help public companies anticipate how global capital is likely to think, behave, and move.

The quarterly is the first deliverable of a partnership between Breakwater Capital Markets and Aaru, and a tracker whose value compounds as changes in conviction are measured quarter over quarter. It anchors a broader capability: Breakwater develops bespoke Conviction Advantage engagements for individual private, pre-IPO, and public companies, applying the same modeled approach to the specific questions facing a single issuer’s board and investor base.

The inaugural edition, developed using 40,000 modeled investors, finds that while institutional investors generally share a common view of the attributes that underpin durable value creation, they diverge meaningfully in the speed and degree to which they respond when those attributes begin to deteriorate.

If this type of capability and approach is of interest to you, please reach out to Mark Hayes to further discuss how the combination of this approach and perception work in tandem. 

Read the inaugural Q3 2026 report now:

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Read the full press release here:

Media Contact:

Annie Stephens: annie.stephens@breakwaterstrategy.com