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Institutional Equity Research

Illuminating company- and industry-level insights.

Access trustworthy equity research

Without trading or banking revenues, we are wholly dependent on adding value through our research. Our independence ensures that our analysts remain conflict-free and can express both positive and negative opinions. Every investment conclusion we make has only the end investor’s interests in mind.

Gain a competitive advantage

Our research team analyzes industries and businesses, seeking sources of economic moats. We then use those insights to forecast future cash flows, allowing for fluctuations in market pricing and sentiment, to provide investment opportunities.

Give insights a global scale

Our global coverage uses the same consistent research framework in every region. When looking across geographies, we help expand insights into new territories and countries.

Put our institutional equity research to work

Company Reports

Validate your thesis and discover new opportunities. Each report contains our investment thesis and information on corporate management, economic moat, trends, valuation, growth and profitability.

Interactive Models

Use our interactive models to easily compare data to your existing models. Each model includes more than five years of explicit earnings forecasts.

Moat Frameworks

Economic moat framework reports explain moat and trend ratings for companies within our coverage universe.

Thematic Research
Obtain a long-term view of your investment strategy. Our thematic research delves into industries, companies, and emerging trends that directly affect the companies we cover.

Research and analyst access packages

Asia Markets: Which Companies Will Benefit From DeepSeek?

Not all semiconductor and other AI-related firms will see equal tailwinds from the rise of DeepSeek.