Better research.
Continuous improvement.

About Melius  Our Services

Driving productivity in the research process.

Melius Research was founded in October 2017 as an independent, equity investment research boutique. The seven founding partners share a common vision for creating a best-in-class product that continuously improves the investment research process through increased productivity and original thinking. We find inspiration in being truly independent and partnering with our clients to make better investment decisions.

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Commitment to
best-in-class research content.

Our Research Edge

A purely subscription based model allows clients to pay for what they want/need from their partners in an explicit manner.

Core

A core subscription offers an entry level solution for those seeking connection with our thoughts, ideas, sector coverage, and macro work in read-only format.

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Core Plus

A Core Plus subscription offers all benefits of being a Core client but adds a higher level of connectivity with the firm’s resources.

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Priority

A Priority subscription is our highest tier offering, designed for the needs of successful money-managers looking for a tangible edge to outperform their peers.

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What’s new.

Research Report
April 18, 2018

From Tractors to Tech

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By: Rob Wertheimer  Deere’s move from being an implement maker to a tractor maker with its acquisition of Waterloo Gasoline Engine Company in 1918 was a transformational strategic move, that…

Research Report
April 18, 2018

Industrial Tech: Additive Manufacturing

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By: Carter Copeland  In our fourth report focused on industrial tech, we take a closer look at additive manufacturing or 3D printing, a set of technologies with the potential to…

Research Report
April 18, 2018

China Excavator Sales, March

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By: Rob Wertheimer  China excavator sales are surging, up 79% in March, a positive for CAT’s 1Q momentum, and with the underlying details showing a sustained successful strategy in the…

Research Report
April 18, 2018

Estimate + Ratings Changes Spurred by Melius Real PMI

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By: Rob Wertheimer  We are raising our 1Q Cummins revenue estimates to above the current consensus high end, raising our full year as well, and are upgrading Manitowoc (MTW) shares…

Research Report
April 18, 2018

Cranes at Trough

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By: Rob Wertheimer  We have had the same cranes thesis since 2011, that the product is longer lived, with cranes operating for 15-30 years versus 7-15 for other machinery. We…



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