To provide institutional money managers
with stock advice primarily on large- and mid-cap US companies
by identifying trends and investment opportunities that span
what are often considered disparate sectors.
Business
Independent, theme-based equity research
and stock ideas published monthly and sold to institutional
investors. Palladian currently publishes five products and has
35 institutional clients representing a range of investment
styles including mutual funds and hedge funds.
Approach
Palladian analysts identify trends
in different sectors, be they industries like technology, healthcare,
financial services or energy; or investment benchmarks like
the S&P 500. They identify the drivers of a set of stocks
within a particular sector, and make long and/or short calls
accordingly. Stock recommendations are included in monthly reports.
Products
The Scratch Report:
investment strategies for beating the
S&P.
Distressed Securities:
equity and fixed income ideas of companies with financial
issues.
Large Cap Fundalytics:
rankings of S&P 500 into 30 sectors based on historical
trend lines for such metrics as revenue, income and
cash-flow growth.
Small Cap Fundalytics:
ranking of Palladian Small Cap 500 Index into 28 sectors
based on historical trend lines for such metrics as revenue,
income and cash-flow growth.
The FIG Report:
stock recommendations across financial services sectors
such as commercial banks, brokerage, mortgage finance,
insurance, credit card companies as well as non-traditional
financial institutions.
Industrial Bellwether
Report explores themes in the industrials
sector such as future sales momentum, margin potential,
real organic growth, and highlights long, short, and low-risk
strategies for taking advantage of a particular trend.
Team
Melissa Eisenstat, President
Murray Stahl, Research Analyst & Principal of Horizon
Research
Jim Poyner, Research Analyst
Amar Mehta, Research Analyst
Harriet Baldwin, Research Analyst
Eric Sites, Research Associate
Gregory Niss, Research Associate
Strategic
Partners
Equity Partner:
Research Partner:
Distribution Partner:
Trading Partners:
The Oberon Group, LLC
Horizon Research
Institutional Research Services
Bear Stearns, Bank of New York
Headquarters
79 Madison Avenue
New York, NY 10016
Phone: (212) 447-7200
Fax: (212) 447-7212 www.palladianresearch.com
