Process of Equity Research

Process of Equity Research

Equity research (independent) is the first and most important phase of the investment process.  Starting with an objective and strategy, the global research phase should yield specific buy, sell and allocation recommendations.  This will be the input for the next phase in the technology based investment process; portfolio construction.

Crowther Investment focuses on the technology-based and often, quantitative tasks in the equity research phase. We have 25+ years of experience in: research creation, distribution, procurement, sales, model & system development, and implementation into the investment process.  Research experience is from the buy, sell, vendor and academic sides of the investment business.