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.