Providing institutional investors with high quality, independent Global Portfolio Strategy, Asset Allocation, and Quantitative Stock Selection research
Mill Street Research is an independent consulting and research company focused on providing high quality, independent Global Portfolio Strategy, Asset Allocation, and quantitative stock selection research to their clients.
The firm provides proprietary quantitative data and rankings as well as tools and commentary to help institutional investors make better asset allocation and stock selection decisions.
The firm provides a suite of consistently updated research reports and data for institutional investors covering asset allocation, country allocation, sector and industry selection, equity factor analysis, and a robust quantitative stock selection process.
The Monitor of Analyst Earnings Revisions (MAER), is Mill Street's long-standing flagship multi-factor stock selection tool based on earnings estimate revisions, price action, and valuation.
The firm publishes six to eight research pieces monthly updating investors on the various models and provide commentary relating the indicators to current market and economic trends.
Additional special reports and commentary are published periodically based on market activity and client interests. Clients may also request access to Mill Street’s Model Portfolio Service as well as consulting services.
Mill Street’s Chief Strategist, Sam Burns has made television and podcast appearances on various media outlets including SchwabTV, David Lin, NTD, BlockWorks, RealVision, Yahoo! Finance, and StockCharts.com.
The Tech-related space remains the focus in the US, and we have recently noted a growing divergence between the Technology sector and its cousin Communication Services in the S&P 500: Tech remains strong while...
The Fed has made clear that it is struggling to balance the two parts of its dual mandate: inflation and employment, and now faces a third concern of political pressure. It is leaning toward...
Every week seems to bring a new twist in the bizarre and unnecessary trade war started by the Trump administration, which is hurting many companies and consumers but is thus far having little impact...