Wolfe Research
Wolfe Research, founded in 2008, is a prominent equity research firm that offers specialized services in research, execution, and capital markets primarily for institutional clients.
Company History
Wolfe Research celebrated its 15th anniversary in 2023. Over the years, the company has established itself as a prominent player in the equity research space. With a focus on providing in-depth analysis and high-quality research across various sectors, Wolfe Research has grown significantly since its inception.
Research Offerings
Wolfe Research covers over 700 companies across more than 100 industries. The firm's research is highly regarded, with institutional clients ranking it #6 for equity research in the 2023 Institutional Investor All-America Research Poll. Wolfe Research's analyst team provides insights and detailed coverage, ensuring clients receive comprehensive analysis tailored to their investment needs.
Product Portfolio
Wolfe Research offers a range of products designed to help institutional clients make informed investment decisions. The Wolfe Alpha List is a high-conviction list of stocks expected to outperform the market. Additionally, the company provides the QES product, which includes stock selection models, portfolio analytics, and hedging tools to support robust investment strategies.
Annual Conferences
Wolfe Research hosts several annual events, including the Global Transportation & Industrials Conference, TMT Conference, and Healthcare Conference. These conferences bring together industry leaders, investors, and analysts to discuss trends, insights, and developments in their respective sectors. The events provide a platform for networking and knowledge sharing, reinforcing Wolfe Research's role as a thought leader in market research.
Global Presence
Wolfe Research operates offices in key financial hubs, including New York, San Francisco, Boston, Chicago, London, St. Louis, Stamford, and Daytona Beach. This global presence enhances the company's reach and ability to serve institutional clients around the world. Their strategic alliance with Nomura Group further strengthens their equity capital markets offerings.