Equity Research

Southridge Research Group (SRG) is a full service independent institutional research platform that offers unbiased, proprietary, fundamental equity research across all market capitalizations.

To us, fundamental research means concentrating on what drives investment decisions. Our goal is to present our findings and conclusions clearly, concisely and to provide a balanced assessment of opportunities and risks.

• Our analysts conduct their own due diligence, visiting companies and meeting with key operating and financial management.
• Our analysts check with customers, suppliers, and competitors through extensive channel checks while focusing on the fundamentals.
• Our analysts use their in-depth industry knowledge, long-standing relationships, and broad analytical views to provide concise investment insights on the companies they research and their respective industry groups.
• Our analysts perform their own multi-layered analysis instead of relying on a company's guidance, so they can deliver a research product that is truly objective and unbiased.

Recommendations are based on the investment merits of the company and/or industry only.

Institutional Trading

Southridge offers a full array of trading capabilities to the institutional community:

• Our experienced team of professionals has worked over 20 years in the capital markets; utilizing this experience, derivative and equity strategies can be tailored to each individual’s portfolio and trading needs.
• Our sales-traders work every order on an agency-based model, enabling us to maximize each execution for our clients while avoiding any potential for proprietary conflicts.
• Our commitment to clients is to provide best execution with high touch coverage coupled with state-of-the-art trading technology. We employ the use of floor brokers, ECNs, algorithms and FIX protocols to find liquidity, all while preserving anonymity.
• Our extensive relationships and broad industry networks provide us with the ability to source market breaking news in a timely manner.