Fundamental Research

Hedge fund or family office? Want broader coverage including mid and small caps?  

We publish publicly on Reuters Institutional Platform a limited number of mega-caps. The rest of the companies we follow for you.

*Speak to company management teams. Follow up after earnings reports.
*Build earnings models with earnings and price targets.
*Your first take or an extra follow up on your top holdings
*Independent research, No banking conflicts
*Full service
*Email and Phone Contact, no limit.
*Accept soft dollars
*Decades of experience and specialization in bottoms-up research for the buy-side.