For Investment Professionals
Stock-specific idea generation and due diligence
Bring dedicated resources and relevant perspective to individual investment ideas. Evaluate economic sensitivity, analyze industry fundamentals, forecast trends, build financial models, and establish valuation parameters.
Theme-based idea generation
Identify and analyze important consumer-related themes. Translate them into investment ideas by determining which stocks are best-suited to express viewpoints.
Portfolio review around specific criteria
Identify high potential sectors or stocks within the consumer arena by analyzing and ranking them based on earnings revisions, valuation metrics, or other criteria.