Equity Research

Broad scope, deep coverage.

At The Tribbioli Group, we are committed to being one of the premier research providers covering growth companies and serving the institutional and retail communities that invest in them.

Equity Research

Broad scope, deep coverage.

Having the right resources, tools and information can make all the difference when you’re investing. That’s why at The Tribbioli Group, we are committed to being one of the premier research providers covering growth companies and serving the institutional and retail communities that invest in them. The Tribbioli Group Equity Research serves as a cornerstone of the firm, with approximately 20 research analysts who cover nearly 200 companies in six highly focused industries in Europe. Our analysts possess more than 16 years of experience, on average, which affords them the wisdom to make informed investment recommendations.

While our focus remains on small and mid- capitalisation companies, our supply chain approach and desire to develop deep sector expertise results in substantial coverage of large-cap companies as well, ensuring we can provide stock recommendations across the market cap spectrum. Our bottoms-up, fundamental approach incorporates our view of an industry’s complete supply chain from key suppliers to manufacturers to distributors to end users. This comprehensive coverage is designed to help investors “connect the dots” in key industries and across national borders and is often supported by proprietary research including surveys, deep dives and access to industry experts. Overall, we seek to leverage information from a multitude of sources and offer informed investment perspectives.

In addition to our company- and industry-focused research, we offer deep insights into public policy issues, including Washington policy and healthcare policy. Additionally, our institutional equity strategy team provides unique and differentiated insights that are geared toward senior investment professionals, portfolio managers and generalists, and is highly complementary to our fundamental research offering. Our research can be further complemented by the expertise of the The Tribbioli Group Investment Strategy team, including our chief investment officer, chief economist, and our Equity Portfolio & Technical Strategy team.

Explore Wealth Management

Find out more about our wealth management services

Learn More

Private Wealth

Find out more about the services we offer to high net worth individualas and families

Learn More

Commentary & Insights

Lifestyle  |  May 05, 2020

6 Hacks to Boost Your Productivity [INFOGRAPHIC]

Hacks help us perform everyday tasks smarter and with greater efficiency. When it comes to productivity, smart and efficient rule the day. So we’ve chosen six hacks to help you and your employees become your most productive selves.

Read Article Hacks to Boost Your Productivity
Goal Planning  |  April 27, 2020

Here’s to a Summer of Clear Skies and Clear Goals

The beaches are filling up and the days are getting longer, giving you space to take a breath, reflect on your progress and set new goals. You’ll also want to take stock of any recent life changes that may affect your estate plan, benefits, and insurance and adjust as needed.

Read Article Here’s to a Summer of Clear Skies and Clear Goals

Recent News

Fixed Income  |  March 24, 2020
How Much “Chance” to Assign to Your Future?

The fixed income allocation of a portfolio is often designed to protect principal, not necessarily generate growth. It sort of boring necessity that isn’t exciting or even fun to construct, but nonetheless the foothold for portfolio stability.

Read More