Although we rarely have formal partnerships with institutional money managers, we do maintain close working relationships with many firms in this industry. As a money manager, nothing is more frustrating than taking a long position in a company’s shares (or investing in a company’s private placement), only to wait as the mispriced shares continue to languish in the market. By making (or encouraging the company to make) a reasonable investment in our research coverage service, you can potentially influence a company’s stock price to move in the direction of its fair value. Such price movements, while certainly not guaranteed, are a well-accepted consequence of having high quality research coverage. Furthermore, in the case of undervalued companies, such price movements benefit both shareholders and the companies themselves.

We would be more than happy to call on any companies you think could benefit from our research coverage services. To open a dialogue with our research coverage sales professionals, please contact us. Furthermore, once we gain a thorough understanding of your particular investment style and portfolio parameters, we would be happy to present you with appropriate investment ideas from time to time.