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The Industrials sector monitors industry trends and performs research and analysis on relevant equities within the North American umbrella to find companies that best fit our views. Given the large amount of securities and business models within the space, the Industrials group focuses on a top-down analysis. This allows us to find interesting stories from both the large and small cap world within sectors that are thriving.
Select Pitches (Disclaimer: non-current and for educational purposes only)
Industry Review (Winter 2015)
Alaska Airlines: Investment Pitch (Winter 2015)
Pangaea Logistics Solutions: Investment Pitch (Fall 2014)
Pangaea Logistics Solutions
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