We think independently and work collaboratively. The dynamic nature of the investment landscape and its abundant data require thoughtfulness and agility. Free from traditional constraints of covering a static list of companies, issuing ratings, or publishing on earnings results, our research team identifies themes and generates ideas opportunistically. We provide differentiated and comprehensive insights to help clients make key investment and operational decisions.Learn More
Sales & Trading
Treating our clients as partners starts with effective sales coverage. Our sales & trading desk is composed of professionals with a wide range of buy-side and sell-side experience. Our highly specialized sales team is immersed in our firm's research. We prove our value by coupling nuanced research and differentiated investment perspectives with effective trade execution and diligent sales coverage.Learn More
Given our firm's specialization, we work with an array of global institutional investors, corporations, governments, financial sponsors, and other financial institutions. In 2014, after five years of building our reputation through our research, we launched our Investment Banking and Advisory (IBA) group. Aspiring to be the leading financier and advisor in Washington, we set our investment strategy toward the future of global markets.Learn More
We inform and advise a range of organizations on investment, regulatory, legislative and political matters. We analyze key factors so clients can effectively navigate various risks and opportunities that impact corporate operating environments and capture investors' attention. We produce in-depth, client-focused information as well as political and investment analysis on the key events and policy debates that impact specific sectors and the broader economic picture.