We seek to find well-managed companies that represent both value and growth opportunities for our institutional investors.
Stonegate Capital Partners provides research coverage on a number of companies. Our research includes a full initiation report that is a comprehensive overview of the company including valuation discussion and financial statements. Our analysts update the reports either quarterly or on as add needed basis. Stonegate’s research is broadly distributed to both retail and institutional investors.
Stonegate Capital Partners research is disseminated to most online media outlets, including many of the major financial focused websites that are frequented by retail investors. The research is intended to give individual investors access to the type of high quality research which is typically reserved for large institutional investors.
Stonegate also provides research coverage through our equity affiliate, Stonegate Capital Markets “SCM” (Member FINRA). SCM’s research is oriented toward institutional investors. SCM provides research coverage in a variety of industries and our analysis serves as a valuable tool for institutional investors to evaluate the fundamentals of a company. The research is submitted to a variety of outlets, including Bloomberg, S&P CapIQ, FactSet and the earnings estimates are part of consensus.
SCM’s research analysts seek to identify rapidly growing companies with significant long-term growth prospects that are trading at reasonable valuations. The research reports include a company overview, industry analysis, competitor analysis, earnings model, and key risks to consider.