Equity Research

Our equity research department is focused on fundamental analysis across our universe of over 200 stocks in five target sectors. We are committed to providing our institutional clients with proprietary, high-quality, action-oriented research.

Global Perspective.  We cover US-listed stocks of companies domiciled in the United States, China, Europe, and Latin America, with our biggest concentration in the US and China. We were one of the first banks to aggressively expand our research coverage into China, and we believe we have created one of the premier research franchises in small-cap, US-listed Chinese companies, complementing our strong domestic coverage.

Disciplined Stock Selection.  Our research analysts are focused on performing extensive bottom-up due diligence on companies under our coverage by leveraging their industry and management contacts. By utilizing fundamental  analysis of companies in our coverage against a backdrop of strong sector expertise, we seek to generate a consistent flow of high-conviction investment ideas for our institutional clients.

Diversified Coverage.  Our areas of expertise include: 1) Technology, 2) Consumer Products & Retail, 3) Healthcare, 4) Natural Resources & Energy, and 5) China Small Cap.  We provide our clients with company-specific as well as sector-specific research across our target sectors.

Click here to view our analyst team.

Click here to view our coverage universe (pdf).

For further information contact:

Ananda Baruah
(212) 702-6615