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
January 16, 2018

Post Tax Revisions, BAH Looks Like Most Dislocated Name in A&D

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  By: Carter Copeland With initial 2018 outlooks set to include the benefits of tax reform, like others we’re updating our models with new effective rates: For our commercial aerospace…

Research Report
January 16, 2018

Volvo, Paccar and Rising Power of Scale

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By: Rob Wertheimer  We are occasionally asked why recommend Volvo shares given our more negative North American Truck cycle view, and given that Europe trucks are also at high cycle?…

Research Report
January 16, 2018

Melius Industrials Strategy

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By: Scott Davis Industrial Strategy Folks, today we are rolling out the latest iteration of our Melius Industrials Macro Strategy Databook, with a focus on the capex cycle.  Our view…

Research Report
January 12, 2018

DE: Ag Thoughts Post CEO Breakfast

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By: Rob Wertheimer  We are adding our analysis and opinion to the well reported and very positive dynamic at the Deere analyst breakfast. First the report: Deere is bullish, encapsulated…

Research Report
January 11, 2018

US Ag/Construction Share & Leasing Dashboard

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By: Rob Wertheimer  We are updating our data on financed equipment market share and leasing activity in US construction and ag machinery markets. Generally speaking, share data in ag is…



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