Rigorous. Independent. Dynamic.
Our research discipline is evident in every recommendation we make, every service
we deliver. Before Monday's opening bell rings on the U.S. Exchanges, our Los Angeles–based,
40-member research team is meeting to select stocks that deserve our clients' immediate
attention—kicking off the weekly process of intensive and collaborative research
that drives our high-touch services and value-added data.
Our large, open, light-filled research room has the contagious enthusiasm of a trading
floor, except the goal of these bright minds—expert in all aspects of our method
and process—is to integrate their findings, scrub data, and produce solid, fact-based
recommendations in light of current market conditions. Their expertise in our dynamic
process is also continually validating and strengthening the value of our method—in
other words, we only become better and more efficient at identifying winning opportunities.
Process Flow
