Jefferson’s unique approach analyzes companies through two periscopes: fundamental performance and financial reporting quality. While many researchers measure one or the other, we combine these approaches to provide actionable ideas for buys and sells. Our approach utilizes nearly 50 variables which are proven indicators of fundamental health and the quality of financial reporting.
In our detailed 15 to 30 page Short Profile reports, we emphasize both competitive and operating issues in addition to accounting and financial issues to produce a complete package of research for our clients. Rather than a skeleton of accounting and financial warnings on a company, we produce a body of knowledge on the companies in these in-depth reports.
Jefferson was acknowledged as the top Hybrid forensic researcher (combining both quantitative and fundamental research) by Integrity Research in its 2009 survey of 25 competitors based on a survey of investment professionals who use the research. Jefferson has also received multiple awards for top research selections by an independent provider as selected by Convergex-BNY.
Most of our clients are overwhelmed by data, reports, and traditional sell-side analysis that offer few true insights on individual companies. Jefferson’s approach is unique in synthesizing data that allows our clients to cut through the fog of research. The concise recommendations save our clients time and effort and provide in-depth details. The overall result is research which is differentiated and actionable.
