Sam’s 25 years of experience in financial markets and investment research alongside his extensive research process allows him to provide the highest quality and a broad range of services to Mill Street Research’s clients.
Mill Street Research publishes a series of monthly reports for institutional investors which provide updates on all of the indicators and strategy views, with a strong emphasis on historical analysis, graphical tools and current market conditions. Additional reports are published as warranted by market conditions, client interest and product development. We also provide customized work and special research projects for clients.
A monthly summary of earnings estimate revisions trends for the broad US market as well as sectors. It highlights the 40 top-ranked and 40 bottom-ranked stocks from the Russell 1000 universe based on the proprietary MAER composite ranking model and includes MAER charts for each stock. Chartbooks and data files accompany the report and can be produced for almost any equity universe.
A monthly update of sector and industry rankings and trends, including data and commentary on trends in aggregated bottom-up consensus fundamentals across industries and sectors.
A monthly review of the key asset allocation models with views on the tactical (3-6 month) outlook for equities, stock/bond relative valuations, small-cap/large-cap allocation, and key macroeconomic and earnings trends. Charts for all of the allocation model indicators are included.
A monthly analysis of regional equity allocation, supported by an analytical framework that combines top-down and bottom-up analysis alongside aggregated earnings, price and valuation indicators for major regions and countries.
A monthly overview of equity factor trends based on our purified equity factor analysis, covering Global, North America, and European equity universes. It also includes purified sector return analysis and representative buy idea lists based on a combination of our MAER ranking and current factor and sector trends for North America and Europe.
Additional reports discuss topical market trends and client questions, and introduce new models, indicators and studies.