Mill Street Research

Providing institutional investors with high quality, independent Global Portfolio Strategy, Asset Allocation, and Quantitative Stock Selection research

ABOUT US

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.

Research

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.

Services

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.

Media appearances

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.

Latest Blog Updates

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Before the Q1 earnings reporting season, the US had been gradually slipping on relative earnings estimate revisions metrics, but the Q1 results came in much stronger than expected almost across the board. With the...

The turmoil in the Middle East and the rise in energy commodity prices continues, but stock prices have mostly decided they don’t care that much. Energy prices are not a major driver of US...

It has been an eventful year so far, and the backdrop has changed a lot since the end of February. Below is an overview of some of Mill Street’s recent comments on the market...

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