Research

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Equity research is the foundation of Compass Point. Providing unique perspectives and actionable investment ideas is what defines us and distinguishes our firm. Our team of dedicated professionals focuses solely on the financial services sector leveraging their deep industry knowledge and contacts to perform extensive diligence and analysis on companies under coverage. As a result, Compass Point is recognized as a leading source of investment ideas to the financial community.

Our research disciplines include stock specific fundamental research, quantitative research, thematic industry trends and Washington Policy analysis. With over 100 companies under coverage, Compass Point publishes research on the following financial sector industries:

Having our headquarters in Washington, D.C. enables us to provide our clients with a uniquely comprehensive overview of national trends and the impact legislation and regulation may have on financial sectors. We provide our institutional investors with insights about the impact that Washington policy may have on their investment decisions and the companies they are currently invested in.

As a client, you gain access to a wide variety of reports, publications and corporate management access to assist you in your investment making decisions.

For more information regarding our research product, please contact:

David Rochester
Managing Director, Director of Research
202.534.13902
drochester@compasspointllc.com