Our research focus is on small- and mid-cap growth retailers. We provide in-depth research coverage beyond what is typically provided by Wall Street, and we have special expertise in the automotive, sporting goods, and consumer electronics segments. We seek retailers with competitive advantage as to the major elements that drive store choice, including:

  • Merchandise assortment and presentation
  • Location
  • Store format
  • Shopping environment
  • Customer service
  • Day-to-day execution

Retailers must provide a good value proposition for consumers. We look for strong management with a well-defined business strategy and the ability to execute those plans.

Managing Director




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