Equity & Industry Research
Our differentiated model breaks from Wall Street’s tradition of paying for coincidental, uninspired research through unwanted or unneeded trading relationships. Our revenue model is purely access based – either through subscriptions, consulting, or bespoke agreements. In addition to our model providing MiFID II compliance for our clients, it allows us to focus purely on adding value, rather than simply reporting the news, or regurgitating a press release.
Our research and consulting process has continued to gain recognition from our clients and the broader market, earning First-Team All America honors from Institutional Investor, and the #1 Ranking in Shipping & LNG for the past 5 years – 2019, 2018, 2017, 2016, and 2015, while also ranking us as part of the #1 Natural Gas team in 2019. Our model is simple – we strive to play the dominant role in the thought leadership, market narrative, and investor perception of the Energy Infrastructure, Renewables, & Industrial sectors we cover. Whether that’s through deep dives on a complex, $3B LNG company, a $5B dominant, but underfollowed Barge business, or an emerging energy storage or wind turbine manufacturer – we focus on Small & Mid-Cap (SMID) sectors with legitimate and robust avenues to help our clients find alpha.
Our coverage includes Renewable Energy, Alternative Fuels, LNG & Energy Infrastructure, Marine, and Equipment Leasing. We also provide full project tracking & CAPEX coverage for a number of Utility, Midstream, & International Oil Companies, providing detailed research around the economics, risks, timing, and viability of large scale capital projects.