These companies are not easy to identify --it is often too complex to uncover companies that are impacted by an industry development, a takeover or merger announcement, a legal development, or some important but under-appreciated trend. Without comprehensive, in-depth analysis, the result can be overlooked high-quality companies offering compelling investment opportunities where we feel the true market value has not been reflected in the current market valuations. The special situations team seeks to identify these unique investment opportunities for our clients.

We provide value-added equities analysis in a broad range of industry sectors and our coverage includes companies within the industrial, financial, consumer, technology, and healthcare sectors.