Research & Strategy

Technology, Media & Telecommunications

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 Technology, Media & Telecommunications Research team believes some of the most compelling long-duration growth stories exist within the sector. We actively follow semiconductors, software, hardware, and media platforms from both traditional legacy models to the next generation of disruptive businesses. Our experienced team of analysts leverage their network of relationships to keep our clients knowledgeable about the ever-changing landscape of TMT.