Equity Research

Sturdivant’s Research Department publishes innovative, independent and well developed company reports that serve as a constant source of investment ideas for our clients. Performing a competitive analysis of a company within its industry is a valuable asset to the decision making process.

At Sturdivant & Co., we strive to deliver superior investment ideas and value-added perspective in the industries we follow closely. Through exhaustive fundamental research that includes in-depth modeling, management access, access to industry experts and data, and substantive field research, we aim to provide quality and timely investment ideas and insights for our clients. Our consumer sector research employs a fundamental bottom up approach to individual company analysis and pay particular attention to those companies in our Mid-Atlantic footprint.

Equity Research -
Bottom Up Approach

Essential in our reports is the constant assessment of a company’s:

  • Vision and Leadership

  • Competitive Position

  • Capital Structure

  • Management, and

  • Risk adjusted free cash flow generation

The companies and industries in our footprint have a significant representation in the S&P500.

  • Utilities and Energy

  • Consumer Staples and Retail

  • Banks

  • Healthcare

  • Conglomerates and Capital Goods

We supplement our research offering with access to:

  • Corporate Management Access

  • Non-deal Roadshows

  • Roundtable Discussion

  • Plant Tours

For access to our research reports, please contact Mitchell B. Pinheiro, CFA, Senior Vice President, Director of Research @ mpinheiro@sturdivant-co.com