Industry Analysis Group
Our Industry Analysis Group provides macroeconomic insight in key industries
as well as company specific coverage within these industry groups. We leverage the
expertise of our industry professionals to provide innovative and proprietary investment
ideas to our institutional clients. The Industry Analysis Group issues Industry
Monitor publications which provides insight into important industry sector trends
as well as capital markets and merger and acquisitions activity.
In addition to the macroeconomic Industry Monitor publications, the industry
analysts provide equity research coverage on companies within targeted industries.
Our analysts develop in-depth and relative-value analysis with a focus on middle market
companies, typically ranging from $100 million to $2 billion in market capitalization.
Our dedicated focus in the middle market combined with our valuable industry expertise
enables us to bring unique investment insight to our clients.
Industry Analysis Group Coverage
- Aerospace and Defense
- Airlines and Transportation
- Business Services
- Consumer
- Energy (Clean Energy and Traditional)
- General Industrials
- Homebuilding and Real Estate
- Media and Telecommunications
- Security (Including Government IT and Homeland Security)
- Technology
Industry Analysis Group Coverage
- Aerospace and Defense
- Airlines and Transportation – Kim Zotter
- Business Services – Michael Kim
- Consumer - Lee Giordano, CFA
- Energy (Clean Energy and Traditional) - Matthew Farwell, CFA
- General Industrials
- Homebuilding and Real Estate
- Media and Telecommunications
- Security (Including Government IT and Homeland Security) - Michael Kim
- Technology
- Editorial and Production - Jennifer Bourdain, CFA
- Industry Analysis Associate - Matt McRoskey