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Team
The research group is composed of five senior analysts
and two associate analysts. The senior analysts
collectively have 44 years of securities industry
experience, and include 3 MBA's, 2 CPA's, 2 PE's
(professional engineer), a CFA and a CMA.
The team has
come together out of a passion for overlooked or misunderstood
investment opportunities – generally
in smaller-cap companies – and a love of in-depth
research, with special emphasis on independent information
sources and innovative thinking.
Coverage
Our research coverage is idea driven and balances the twin demands of opportunism
for flexibility
and universe consistency for maximization of information
sources.
Current sub-sectors of interest include:
- Specialty retail
- Internet security
- Internet media
- Auto-identification and data capture
(AIDC & RFID)
- Mobile computing
- Specialty manufacturing
- Chronic care management
- Outpatient services
- Medical devices
- Healthcare IT
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