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:
Mind the Gap »
July 16, 2014
“On the surface, Gap quantitatively appears appealing but, in our opinion, less so on a qualitative basis.”
United Technologies: Uniquely Positioned to Capitalize on the Future »
June 18, 2014
“UTX management also has a solid historical track record of converting revenues into profits and free cash flow.”
Everyday Brands in the Right Hands »
By Aaron Monroe, CFA »
May 21, 2014
“The combination of an ownership mentality, long-term perspective, and disciplined capital allocation  – along with Jarden’s portfolio of strong brands – should continue to reward investors.”
Building Shareholder Value through M&A: Valeant Pharmaceuticals »
By Brian Fontanella, CFA »
April 10, 2014
“Valeant is run by executives who put shareholders first and view capital allocation as their top priority.”
Exploration & Production: An Evolving Business Model »
By Suken Patel, CFA »
March 19, 2014
“The structural changes taking place in the energy sector are creating unique long-term opportunities for some exceptionally well-positioned domestic companies.”
Value Creation through Share Repurchases: Juniper Networks »
By Rick Snowdon, CFA »
February 19, 2014
“Management teams, investors, and market observers talk a lot about creating value through share repurchases...”
Tacking Through the Banking Headwinds »
By John Loesch, CFA »
January 20, 2014
“...we believe banks with differentiated business models and niche customer bases can continue to thrive.”
Staying Power »
By Kapish Bhutani, CFA »
December 19, 2013
“Many good businesses run by able management teams demonstrate staying power but rarely do they sell at attractive prices.”
Valuing Quality »
By Bhavik Kothari, CFA »
November 20, 2013
“We believe Disney’s unique position within the media industry and its multi-platform distribution network provides strong pricing power and excellent long-term growth prospects.”
Global Brand Companies Well Positioned to Deploy Incremental Capital at High Rates of Return »
By Jenny Hubbard, CFA »
October 17, 2013
“We believe V.F. Corporation and Louis Vuitton are poised to benefit from the challenges the industry structure presents to most participants.”
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