INDEPENDENT. HONEST. DATA-DRIVEN.

To empower investors with independent, honest, data-driven and historically informed analysis to provide valuable insight into their investment process.

Public Citations

The ‘death of valuation’ and what it could mean for investors going forward

Market Watch by Shawn Langlois, August 4, 2020

What Game Are You Playing?

Cambridge Global Asset Management by Brandon Snow, June 30, 2020

Watch Out When Value Returns to Favor!

Boston Partners, November 2019

The Late Stage of a Market Cycle: Been There, Done That?

NEPC Private Wealth, Oct 2019

Big IPOs Have Been a Bust. They Might Be in Your Index Fund.

Barron’s by Al Root, Oct 11, 2019

‘Goodwill’ Write-Offs are an Earnings Killer. How to Spot Trouble Coming.

Barron’s by Al Root, April 18, 2019

Is Holding a Canadian Portfolio “Risky”? Not with the Right Focus

Cambridge Global Asset Management by Stephen Groff, February 22, 2019

Tell us once and we will remember

ClearBridge Investments, Small Cap Strategy 4q 2018

Some market observations and a point on FX given the material move in the Canadian Dollar

Cambridge Global Asset Management by Geoff Scott, September 15, 2017

Recent White Papers

Research Offerings

  • White Papers with Investable Conclusions
  • Dynamic Ranking Tools: SP500, R1000 & R2500
  • Targeted High Conviction Buy & Sell Lists
  • Dedicated Tools for Short Sellers
  • Four Buy and Four Sell Single Company Insights

*Compatible with virtually any data analysis or display software

 

Mt. Kailash: Pronounced kaI•lash

One of the world’s most venerated and least visited sites, Mt. Kailash is a critical source of water and considered sacred by numerous religions who associate the 22,000-foot peak with enlightenment. Mt. Kailash has never been summited.

We at Kailash strive for enlightenment and pursuit of knowledge.