Research is at the heart of what we do: Our Research Notes highlight some of our higher conviction ideas. We also highlight certain underfollowed companies via issuer paid research from our Research Spotlight product offering.

The strength of our team is evidenced by the multiple decades in the equity research field working for bank-owned or global broker/dealers. As part of the evaluation/due diligence process our team conducts, the development of company-specific operational/financial forecasts coupled with ongoing dialogue with management is paramount to our evaluation process.

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Our Research Notes highlight some of our higher conviction ideas - though we are unable to invest in every company we evaluate, we do highlight certain issuer paid research from our Research Spotlight product offering.

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As the name implies, our Research Spotlight offering serves a purpose to cast a light on underfollowed companies which remain under the radar owing to the still early-stage nature of the projects. These earlier-stage companies do not benefit from institutional coverage let alone capital markets advisory services or global research dissemination. We feel that after our team conducts rigorous due diligence (many times resulting in rejected mandate proposals), we are able to help our Research Spotlight clients in the aforementioned capital markets components vital for early-stage growth companies. 

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