Capital Markets
ResearchA world class Equity Capital Markets Group (Broker Dealer) starts with value added thought provoking research. At Wunderlich Securities, Inc. (WSI) our analysts are domain experts with real access to management. In most cases they have 15 years of experience or come from industry with relevant experience. As such our analysts are able to find information and data that helps the institutional investor make better decisions.
Our approach to research and the WSI industry concentration targets areas of significant secular growth or extended cyclical growth. WSI does not seek to be all things to everyone as such we are focused today on four verticals, Diversified Industrials, Energy, Financial Services and Media & Entertainment. Future growth could see WSI expand into Healthcare and Real Estate.
We have a traditional approach to our Energy coverage but have also partnered with our Diversified Industrial coverage to address the growing pressure for the United States to achieve increasing energy independence. We are solution agnostic; our approach is to bring a consistent discipline to evaluate what solutions would provide the best life cycle returns on capital and therefore provide value creating investment opportunities for our clients.
The US financial services sector is entering a sustained period of pronounced balance sheet restructuring. Our research coverage (Regional Banks, Specialty Finance and Property & Casualty Insurance) seeks to target those areas of this industry that offer the prospect of survivability and therefore opportunity for investors.
Global advertising is a $500 billion market. There is a dynamic change occurring around the delivery of content and advertising to the consumer. The traditional media/entertainment business model is under siege from technology (digital, internet) and as such make up of this industry is changing and with that the allocation of the global ad dollar who survives and in what format will content and advertizing be delivered and consumed.