Uncommon insights into the market and the financial community
While the market rarely provides an easy answer to the question of why a stock performs in a particular fashion, our market intelligence can add clarity to past, current and expected performance. Our database capabilities provide telling detail on stock ownership, valuation, earnings estimates and other information for a client and its peer group. We can examine sell-side research, valuation parameters and recommendations. For the buy-side, we can analyze investment styles, turnover, concentration, historical holdings and voting practices. We review the client’s peer group to compare and contrast disclosure, website content, conference call procedures, proxy issues and annual report design and content. We also advise on methods companies can take to enhance market intelligence through their relationships with market participants, as well as a range of third-party applications.