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.
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