Our work focuses on three heavily regulated industries: financial services, energy and health care. Our analysts conduct regular deep-dive research in these sectors to uncover specific investment themes and ideas. Since our firm places the highest priority on finding differentiated investment ideas, our analysts will follow an idea into whatever sector it leads. We have published on many themes outside of our core focus. In addition, we have built an impressive capability in finding special situations for our clients, whether in distressed debt, event-driven trades or deep-value illiquid investments.


For more information about our areas of expertise and recent policy day meetings, click on an individual issue page from the menu on the left.