Membership Benefits
Unlock Powerful Ideas:
Our company-specific research is unique, independent and the result of our disciplined investment process. We utilize quantitative, technical and detailed fundamental analysis to provide you a steady flow of new powerful high return investment opportunities.
Get Independent Views:
If you’re looking for well-researched independent viewpoints, we can help. Our reports break out the specific insights and logic that lead to our independent opinions and ratings. It’s a highly valuable differentiator, designed to help you identify high return opportunities.
Be Efficient With Your Time:
Between office meetings, administrative tasks, compliance and the myriad other day to day tasks, it’s extremely challenging to keep up with the markets. Our research reports and top ideas help you be more efficient with your time—a benefit to you and your clients.
Add Value For Your Clients:
Our reports will help you be well-prepared for client meetings, portfolio reviews and conference calls. The reportsgive detailed investment recommendations along with summarized talking points.
Differentiate Yourself:
Unlike the fire hose of sterile sell side research, we actually use our reports to help manage our successful niche investment management businesses. Prove your value, and differentiate yourself versus the competition.
Grab and Go Reports:
In addition to extensive deep-dive information, our reports contain a “Grab and Go” Thesis and “Talking Points,” as well as concise explanations for the logic behind our views. We do the heavy lifting for you.
THE CHOSEN:
A significant amount of time, technology and experience goes into creating these monthly top idea reports. We create one report for bonds and one for stocks, with multiple top ideas included in each report.
We believe these are investments that have a very high possibility of producing superior performance over the next 6-12 months.