• Identifying and recommending the most appropriate investment opportunities to clients based on fundamental research.

• To identify companies matching the client’s stated investment philosophy, perform complete security analysis (including a complete review of financial statements, competitive analysis, sector analysis, industry outlook), and construct an actionable investment thesis.

• Identify and forecast key drivers (qualitative and quantitative) most relevant to a company’s long-term values.

• Monitor and analyze company news and conference presentations, broker research, various third- party news services, and/or technical indicators for actionable stock trading and investing ideas.