Equity Research

Overview

Bringing sector values into sharp focus

Our equity research team concentrates on companies that aren’t widely covered in the our respective areas. We’re selective in our coverage. Our focus is primarily on proven companies that are under-followed in sectors where we believe our analysis is differentiated. Our emphasis is on providing insights about these micro, small and mid-cap, “under the radar” companies to clients globally. We also go further in our coverage, tracking both private and public companies to understand the complete competitive picture. Our analysts take time to understand businesses as well as the people who run them, to provide our clients with comprehensive reports of real value.

Through corporate access and non-deal road shows, Boenning & Scattergood research analysts work closely with company management teams to facilitate discussions during client meetings in either a one-on-one or group setting. On average, Boenning & Scattergood completes 45 to 50 non-deal road shows per year.

industries in which we conduct reseaRCh

BANKS & THRIFTS
WATER & ENVIRONMENT
P&C INSURANCE
REITs

Meet Our Analysts

Matthew C. Schultheis, CFA® Senior Analyst - Banks & Thrifts


Ryan M. Connors Senior Analyst - Water & Environment


Robert Farnam Senior Analyst - P&C Insurance


Scott Beury Analyst - Banks & Thrifts


Merrill Ross Senior Research Analyst - REITs


Erik Zwick, CFA® Research Analyst - Northeast Banks