Custom Research

We conduct custom investment research on an hourly or fixed bid basis, depending on the project.

The scope of our research ranges from identification of investment opportunities within:

Richard Shaw and Natt Brinn direct our custom research activities.

Richard Shaw leads our team as President of QVM Group. Richard has extensive investment industry experience including serving on the board of directors of two large investment management companies, including Aberdeen Asset Management (listed London Stock Exchange) and as a charter investor and director of Lending Tree (download short professional profile). He provides portfolio design and management services to individual and corporate clients. He also edits our investment blog. His writings are generally republished by SeekingAlpha and Reuters and are linked to site such as Kiplinger and Yahoo Finance and other sites. He is a 1970 graduate of Dartmouth College.

Nathaniel Brinn has an MBA from Duke and is a Chartered Financial Analyst. He has extensive private placement, venture capital and merger-acquisition experience, including positions as President of venture capital firm Phoenix Strategic Capital Corporation, Senior Vice President of HSB Group (acquisitions and divestitures), and Executive Vice President of Webster Bank (acquisitions) and President of HSA Bank (operations). Nat focuses primarily on private equity, new ventures, mergers and acquisitions in our practice.

 

 

To learn more, contact us now.

 

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IMPORTANT NOTE: We are a Registered Investment Advisor. We do not sell investments or receive any compensation based on investor purchase of any investments. We are professional advisors compensated on an hourly basis for our advice, or on a percentage of assets managed, or by arrangement with institutional clients for private, custom research. Clients for personal investment advice receive recommendations and guidance tailored to their specific needs. Newsletter, blog and research publications are not personal investment advice. They are generic in nature and should not be interpreted as specific advice for any specific person or situation. In our research, we utilize information sources that we believe are reliable, but do not warranty the accuracy of those sources or our analysis. Research, data and opinions expressed on this site are for information purposes only, are general in character and are not advice specific to any individual investor.

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