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.

Meet our people >

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.

Learn more >

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.

Learn more >

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.

Learn more >

What’s new.

Research Report
May 20, 2018

Deere vs CAT, A Tale of Two Quarters

Read more >

By: Rob Wertheimer  Deere’s share price reaction, up 6%, to earnings that missed consensus, and which left a back end loaded year, if nothing else shows the market’s desire to…

Research Report
May 16, 2018

AIR: Don’t Tell Me the People Don’t Matter

Read more >

By: Carter Copeland  Last week’s Iran-related news has stabilized the trading in Defense with the group bouncing off recent post-quarter lows. We’ve fielded more incoming requests for data on defense…

Research Report
May 15, 2018

Warehouse Automation: Big Spend is Coming

Read more >

By: Scott Davis Warehouse automation is one of the most exciting themes we’re doing work on. The structural shift toward eCommerce and away from brick-and-mortar is upending traditional consumer supply…

Research Report
May 15, 2018

Defense: A Framework for Buying the Dips

Read more >

By: Carter Copeland  Last week’s Iran-related news has stabilized the trading in Defense with the group bouncing off recent post-quarter lows. We’ve fielded more incoming requests for data on defense…

Research Report
May 11, 2018

Mining Equipment 1Q18 Sales and Cycle Views

Read more >

By: Rob Wertheimer  Bottom line as of 1Q18: total industry has 30% upside to replacement versus the 1Q run rate. That’s relative to the supercycle 2004-2014 average as a replacement/starting…



Follow Us On Twitter