Analysts Across America

MapOur Investment Research Analysts have spent significant time on the road this year meeting with companies, speaking with management teams, touring facilities, and attending industry conferences. Our experience dictates that this is the best way to make informed, insightful investment decisions.

We want to know management very well, and it’s important to see how their operational view changes over time — especially during periods of adversity. Some topics we address are: business and industry trends, the competitive environment, financial goals, and capital allocation decisions.