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
December 15, 2017

Ag Dashboard

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By: Rob Wertheimer  Everyone loves the ag cycle.  We are still struggling to catch up with the bullish mood, and so far, still failing. As we wrote on Thanksgiving, this…

Research Report
December 14, 2017

Mining Machinery Needed to Fill EV Demand: Modest Increase

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By: Rob Wertheimer  The past two days have seen headlines on the Electric Vehicle impact on mined minerals. Glencore noted that Electric Vehicles may drive a 3-fold increase in cobalt…

Research Report
December 14, 2017

U.S. Multi-Industry: Tax Reform More Clear…Average EPS Revision 11%

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By: Scott Davis With yesterday’s final deal on a tax bill, we’ve put together some thoughts on the impact for industrials. Much has been written here, so we’ll keep our…

Research Report
December 12, 2017

Lots of Potential A&D Winners in Tax Bills

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By: Carter Copeland With the House/Senate tax bills making their way to conference, and after numerous inquiries from clients looking into the some of the less obvious implications for A&D…

Research Report
December 8, 2017

US Ag/Construction Share & Leasing Dashboard

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By: Rob Wertheimer  We’ve long had some unique data on US equipment sales, sourced from lien filings. Over the past ten years we’ve used these data in several highly non…



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