Independent Research - Our Principals
Mossberg's Investor Digest
Monthly subscription based newsletter that profiles 4 investment ideas
per month. All ideas are sourced from mutual fund managers, hedge
fund managers, and other professional investors. More information is
available at www.mossbergid.com
Discovery Investment Research
Discovery Investment Research (DIR) is focused on small and
micro-cap equities with market capitalizations generally between $100
- $700 mil. DIR's primary focus is to serve professional investors by
providing them with high quality information regarding innovative,
small-cap companies. More information is available at
www.discoveryinvresearch.com
Monthly subscription based newsletter that profiles 4 investment ideas
per month. All ideas are sourced from mutual fund managers, hedge
fund managers, and other professional investors. More information is
available at www.mossbergid.com
Discovery Investment Research
Discovery Investment Research (DIR) is focused on small and
micro-cap equities with market capitalizations generally between $100
- $700 mil. DIR's primary focus is to serve professional investors by
providing them with high quality information regarding innovative,
small-cap companies. More information is available at
www.discoveryinvresearch.com
Independent Research - Content
Idea generation - The main value proposition of our independent
research is to generate good investment ideas.
Mosaic theory - We provide subject matter expertise and incremental
data points that can be used to help investors paint their mosaic.
Opinions not influenced by outside factors
- No "pay for play" sponsored by the companies or investors.
- Not influenced by banking fees.
Long ideas only - We’d rather spend our time looking for good ideas.
If it is a short, we'd rather move onto the next idea.
research is to generate good investment ideas.
Mosaic theory - We provide subject matter expertise and incremental
data points that can be used to help investors paint their mosaic.
Opinions not influenced by outside factors
- No "pay for play" sponsored by the companies or investors.
- Not influenced by banking fees.
Long ideas only - We’d rather spend our time looking for good ideas.
If it is a short, we'd rather move onto the next idea.
Be right more than wrong - Network members must have a long-term
demonstrated track record of outperforming the market.
No front running - No purchases in 2 weeks prior to report issue.
Focused on under-followed/ under-appreciated companies.
Avoid “serial capital raisers”.
Disclose potential conflicts of Interests - It is our policy to follow the
CFA Institute's "Standards of Practice" regarding disclosure of potential
conflicts of interest.
demonstrated track record of outperforming the market.
No front running - No purchases in 2 weeks prior to report issue.
Focused on under-followed/ under-appreciated companies.
Avoid “serial capital raisers”.
Disclose potential conflicts of Interests - It is our policy to follow the
CFA Institute's "Standards of Practice" regarding disclosure of potential
conflicts of interest.
IDEAS Investor Conferences
Independent Regional Investor Conferences focused brining together
influential professional investors with under followed/ under appreciated
public companies. Presenting Company list is generated directly from the
buy side investment community and from Three Part Advisors'
independent research.
Southwest IDEAS - Dallas, TX: November 14 & 15, 2012
East Coast IDEAS - Boston, June 5, 2012
Midwest IDEAS - Chicago, IL: August 28, 2012
Independent Regional Investor Conferences focused brining together
influential professional investors with under followed/ under appreciated
public companies. Presenting Company list is generated directly from the
buy side investment community and from Three Part Advisors'
independent research.
Southwest IDEAS - Dallas, TX: November 14 & 15, 2012
East Coast IDEAS - Boston, June 5, 2012
Midwest IDEAS - Chicago, IL: August 28, 2012
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