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We take great pride in our firm's intellectual capital.

Sharing current views and opinions showcases the thought leadership we bring to our clients.

Current Views

April 8, 2010: Why We Are Bullish On The Airline Sector

We have recently become more bullish on the airline sector, as we see both cyclical and secular drivers which appear likely to enhance the potential earnings power of the industry. Over the last several months, key metrics for... Read more »

March 29, 2010: All Cap Core Equity - A Tale of 3 Markets

2009 was an extraordinary year by nearly any measure. The menacing equity market meltdown that began in September of 2008 carried into most of the first quarter of 2009. On an abrupt turn in March, the markets charged upward the... Read more »

March 17, 2010: 3D Enhancements Drive Potential Technology Growth

“Avatar” has likely been the single most significant catalyst thus far for adoption of the technology. Its success at the box office has spurred movie theatres to accelerate their orders for 3D systems, while at the same time... Read more »

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