Our Equities Division
The Equity Research team provides security recommendations to investing clients on the buy-side (i.e. mutual funds, pension funds, insurance companies, hedge funds, etc.), and various internal clients, including Sales and Trading. The key objective is to help clients reach their financial goals by providing them with market insight and superior knowledge of corporate strategies.
The role of the Equity Research team is to perform diligent and comprehensive analysis of securities, companies and industries to assist clients in making investment decisions. As part of the due diligence process, equity research analysts interact with Investor Relations, chief executive officers, chief financial officers and other corporate managers to evaluate the financial condition of a company. Equity research analysts also facilitate access to corporate managers for the investing client base.
Equity Research communicates with clients through timely company and industry reports, frequent phone calls and e-mails, and during meetings, conferences, seminars and field trips.
Fundamental Analysis- Equity Research consists of fundamental analysts, strategists and the product management team. Fundamental analysts are organized into sector teams and industry groups. They provide company and industry analysis to include investment recommendations, earnings forecasts, valuation opinions, stock ratings and price target analysis.
- Strategy
- The Strategy group bridges the macro approach of the economists and the micro view of the fundamental analysts. Strategy uses statistical analysis techniques to provide recommendations and advice on asset allocation. The team also provides a wide range of quantitative products and strategies.
- Product Management
- Product Management packages Lehman Brothers' analyst views, research reports and company news from various industry sectors to provide comprehensive research products utilized by external and internal clients.