We pride ourselves on a disciplined research process anchored by our regular engagement in the channel. We work tirelessly to identify fundamental inflections across our companies and industries to provide institutional customers actionable investment opportunities.
We operate a limited distribution model and do not openly publish our equity or market research to newswires or media outlets to ensure a distinct competitive advantage for our customers. Partners leverage our vast network of relationships in technology, consumer, healthcare, and industrial end markets to enable more educated investment decisions. We do not have a trading desk, and we have no investment banking relationships. In other words, we are completely independent with an unbiased perspective of our companies under equity research coverage.