Our coverage spans seven (and expanding) sectors with overlap touching roughly 50% of the S&P 500 and specific stock recommendations of over 70 names. Our macro work has a focus around cycles and demographic trends that touches nearly every segment of the economy. Our data analytics offering focuses on bottoms-up work around industrials, semi-conductors, retail, and food. Our foray into Venture Capital analytics has focused on disruptive technologies while our Consulting work has taken us beyond our core to auto and power markets.

We define our fundamental research edge as cycle experience, sector knowledge, an unmatched network, and a data-centric process. Our edge will continue to evolve and our structure will allow us to do much more.

Market-Tested Experience

Our experience is a competitive advantage. Our collective success on a historical basis is solid, but as important are our past failures that will help us generate better insight going forward. Our investment process will evolve with technology. As a more focused research shop, we can adapt very quickly and continuously improve, which we will strive to do each and every day.

Macro Strategy

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Multi-Industry

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Aerospace & Defense

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Machinery

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Industrial Tech

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Distribution

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Space Technology.

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