Welcome to a new kind of equity research platform. We’re former buy-siders focused on providing the highest quality research in an easy to digest format with unrestricted distribution to maximize investor engagement

The New Equity Research Model:

1. Highest Quality Research. Our research is conducted by former buy-side professionals, tailored to win investor mindshare and maximize engagement. Our aim is to educate as many investors as possible on the fundamental merits of a potential investment. We apply rigorous, fundamental analysis to deliver insights that matter — by the buy-side, for the buy-side.

2. Broad Distribution. We don’t just create great research — we make sure it’s seen. Our reports are distributed across traditional institutional research terminals and through our proprietary channels to family offices, RIA’s, high-net-worth individuals, and retail investors.

3. Investor Ready Packaging. We respect investor’s time. Our signature Investment Checklist presentation format helps investors quickly grasp the key points, while our optional excel models provide a deeper dive for those ready to dig in. It’s research delivered in a clear, concise and complete format — designed to earn investor mindshare and drive engagement.