The main value proposition of our independent research is to generate good investment ideas.
We provide subject matter expertise and incremental data points that can be used to help investors paint their mosaic.
Opinions Not Influenced by Outside Factors
We do not engage in "pay for play" sponsored by the companies or investors and we are not influenced by banking fees.
Avoid "Serial Capital Raisers"
Long Ideas Only
We’d rather spend our time looking for good ideas. If it is a short, we'd rather move onto the next idea.
Disclose Potential Conflicts of Interest
It is our policy to follow the CFA Institute's "Standards of Practice" regarding disclosure of potential conflicts of interest.
Be Right More Than Wrong
Network members must have a long-term demonstrated track record of outperforming the market.