 13D Clients
- Institutional money managers
- Corporate executives
- Fiduciaries and Trustees
- High net worth individuals
Weekly Newsletters - “What I Learned This Week”
- E-mail based service with weekly publication on Thursdays
- Stimulates thinking on a wide variety of topics
- A succinct compilation of
- investment ideas & wisdom
- emerging macro trends
- contrary thinking
- change agents
- new technology
- provocative observations
Website Archives
- All publications are organized by investment theme
- Fully searchable
- Enables clients to review our historical accuracy or build a case for particular investment opportunity
Direct Access
- Client inquiries are encouraged by our analytic team
- Many clients engage us for more tailored information -- e.g., standing conference calls or client visits
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