Research

Equity Research


Spartan provides research coverage across multiple industries and market caps. Our analysts focus on deep-dive fundamental research. In addition to traditional financial statement analysis and valuation, our process involves management interviews, company visits, channel checks and interviews with industry experts to give us a holistic overview of the prospects for a company’s securities. Additionally, we offer technical analysis on individual securities, industry sectors and major market indices. By combining deep fundamental knowledge of companies under coverage, with an understanding of the technical market dynamics at play, we seek to maximize alpha creation for our clients. We utilize a straightforward Buy, Sell and Hold ratings system and will occasionally publish informational reports on companies with no rating opinion. Our research is distributed to clients via email, the SpartanCapital.com website and via Bloomberg, Thomson Reuters-Refinitiv, S&P Capital IQ and FactSet terminals. We provide published research reports, analyst consultations and roadshows and other meetings with corporate management teams and our analysts.

EQUITY RESEARCH

Please email research@spartancapital.com for more information