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:
The Property & Casualty Insurance Pricing Cycle: A Tale of Two Companies »
By Austin Hawley, CFA »
July 17, 2013
“...the interaction between cyclical industry dynamics and investor emotions can sometimes drive individual company valuations to extremes, providing opportunities...”
U.S. Healthcare System: Evolution Towards a Better Outcome »
By Igor Golalic, CFA »
June 20, 2013
“Investors have recognized that the new paradigm should be positive for the sector long-term.”
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