Vision
To empower every investor with a comprehensive due diligence platform — giving them access to the same tools and insights used by Wall Street
We're Committed to Research Excellence
We've built our reputation by covering underfollowed stocks, large caps, private markets and other unique opportunities while upholding CFA Institute Standards throughout our firm. Our 'Top Picks' have historically performed well relative to the benchmarks.
A Trusted Source of Equity Research
Our mission is to provide high-quality, equity research accessible to a broad audience, not just large players, guided by strong ethical standards. We aim to provide all users with sophisticated tools easily available on our platform, while our reports are also distributed to all major leading institutional and retail platforms like Bloomberg and YahooFinance!
Our Focus
Equity Research
Many of our analysts are CFA Charterholders with specialized knowledge in specific industries, in order to produce institutional-quality research reports, projections, and opinions. This level of analysis, once reserved for professional and large investors, is now accessible to everyone through our efforts to democratize financial insights. Our Top Picks have historically outperformed their benchmarks* (disclaimer need), and our fair value algorithm is based on the same formula we use to allocate our firm’s capital. Its all accessible to you!
Our Values
Experience
For over 20 years, we have provided investors access to the same institutional quality research that is closely guarded on Wall Street. All analysts are in-house and we do not outsource any of our research.
Trust & Integrity
Our firm adheres to CFA Institute guidelines and ethical standards. Compliance is part of our DNA, and we disclose all potential conflicts clearly and transparently.
Distribution
In line with our mission to make professional research and tools accessible to everyone, we distribute our reports across a broad network of institutional and retail platforms, in addition to our own. All content is available to subscribers at no or low cost.
Multiple Formats
From full PDF reports to infographics, short social videos and more, our research is designed for how investors consume information today.
Unique Insights
From our U.S. and Canadian offices, we identify overlooked and underfollowed companies — even private opportunities that most investors never see.