Proprietary fundamental research and analysis is the cornerstone of our disciplined investment approach, supporting Portfolio Management by leveraging our intellectual capital across the platform. See our Research Story.

A specialized team serving as a crucial, shared resource

“Our specialized research team is a crucial resource that helps managers find potential investments and monitor their portfolio holdings.”

Michael Kagan

Managing Director, Senior Portfolio Manager, Co-Director of Research

Profile

Two Roles, One Team

Our Fundamental Research Team is organized in a flexible matrix structure, to balance the needs of the broader organization and individual Portfolio Management teams. This matrix utilizes both sector-specific analysts, focused on individual industries in support of all of our PM teams, and portfolio analysts who cover a broad range of stocks for a single PM team. The two types of analysts share a common analytical approach to investments, monitor existing holdings, and opportunistically seek out new ideas.

Our shared research platform allows all of our analysts and Portfolio Managers to store, access and actively distribute our proprietary research alongside aggregated market intelligence. A common calendar allows us to coordinate research meetings across the entire equity platform.

Our Matrix Structure

To learn how our matrix structure improves our fundamental research team's efficiency, capacity and responsiveness, move your cursor over the chart at left.

Sector Analysts

Stock coverage: Sector-focused
Primary support of all PM teams
Direct Report to Co-Directors of Research

Shared Duties

Employ common analytical approach to investments
Perform maintenance on existing investments
Opportunistically find new investments
Communicate information and recommendations via established channels

Portfolio Analysts

Stock coverage: Generalist
Primary support: Single PM team
Direct Report: PM team
Indirect Report: Co-Directors of Research