Providing institutional investors with high quality, independent Global Portfolio Strategy, Asset Allocation, and Quantitative Stock Selection research
Mill Street Research is a boutique 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), a stock selection tool based on earnings revisions, is utilized in their aforementioned areas covered.
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 BlockWorks, RealVision, TD Ameritrade Network, Yahoo! Finance, as well as StockCharts.com.
Despite a recent respite, our indicators tell us that market volatility is likely to stay elevated for a while longer, with important implications for asset allocation and stock selection. Significant damage is being done...
The big theme in markets and in Mill Street’s work with clients recently has been the dramatic shift in leadership away from the US and toward the rest of the world, especially Europe. Risk...
A recent client question: Q: “Have you done any work on the multiple of the S&P 500 and the growth rate and margin/profitability of the S&P 500? Many strategists say margins are peaking for...