Research & Strategy


Products & Services

The Research Team represents decades of combined experience across both the sell side and buy side. The team conducts a bottoms-up process with a focus on capitalizing on analytical and behavioral insights in order to deliver alpha. The depth of expertise and fundamental process are key differentiators to our firm's success.

Our Financials Research team carefully collects, analyzes and reports on the diverse financial services landscape to provide our clients with the information they need to better understand the industry and to make the best decision for their future investments. Our coverage includes fintech, banks and brokers, asset managers, business development companies, and specialty finance.