Our research analysts are industry specialists with extensive knowledge and insight. Their unique industry perspectives are featured in this monthly series.

Organized by sector teams, analysts develop their own models with criteria relevant to their industries and sectors versus applying one common set of criteria to discern intrinsic value. In addition, most of our research is generated internally, insulating us from much of Wall Street’s white noise.

Select A Year:
Investing in the Midst of Disruption: The Internet’s Effect on Media and Retail »
By Bhavik Kothari, CFA »
August 17, 2016
“Technological shifts are often accompanied by increased uncertainty, but they also tend to present interesting investment opportunities.”
SVB: Market Uncertainty Creates Investment Opportunity »
By John Loesch, CFA »
July 21, 2016
“In an environment in which banks are struggling to grow revenue, SVB enjoys a unique model that generates growth rates at multiples of peers.”
Value Creation in the Transportation Industry »
By Jason Downey, CFA »
June 15, 2016
“As long-term investors, we welcome near-term weakness in the industry given the capital deployment opportunities it presents.”
Long and Short Opportunities in Branded Apparel and Footwear »
By Jenny Hubbard, CFA »
May 18, 2016
“Consumers’ fickle preferences for branded apparel and footwear product have always made it challenging to find compelling long-term investment opportunities in the industry.”
Payments Industry: Turning Threats into Opportunities »
By Tyler Ventura, CFA »
April 18, 2016
“The card-based payment industry has seen more innovation, and potential for disruption, in the last five years than the last five decades.”
Health Care Pricing Dynamics »
By Igor Golalic, CFA »
March 16, 2016
“Health care expenditures in the United States will receive additional scrutiny in the coming years, with pharmaceutical pricing controversies of the last few quarters a likely harbinger of things to come.”
Opportunity in the Coatings Industry »
By Bobby Murphy, CFA, CPA »
February 17, 2016
“While we are cognizant of macroeconomic developments our research team's focus is on fundamental business analysis and valuation.”
Capital Flows into Insurance: Are We at a Tipping Point? »
By Krishna Mohanraj, CFA »
January 21, 2016
“With institutional investors coming to accept insurance risks as an asset class, industry players willing to partner with these investors, and intermediaries eager to supply innovations that hasten this marriage, we have the classic markers for a tipping point”
Focus and Patience are Key to Tesco Turnaround »
December 16, 2015
“As with successful retailing, successful investing requires focus on the long-term fundamentals of the business and patience in analyzing and weighing new information in light of the long term.”
Dissecting Stryker’s Long-Term Opportunities »
By Kyle Schneider, CFA »
November 18, 2015
“Daily headlines reflect what may be a tougher road ahead for health care, but it is precisely this type of environment Stryker was built to withstand.”
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