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Equity Research Overview. Matthew Peron Director of Equity Research, NTGI. Equity Research Platform. Mission: Provide Independent Fundamental Analysis Industry & Company Analysis Security Selection Team of Experienced Analysts Typically have many years of experience in their sector
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Equity Research Overview Matthew Peron Director of Equity Research, NTGI
Equity Research Platform • Mission: Provide Independent Fundamental Analysis • Industry & Company Analysis • Security Selection • Team of Experienced Analysts • Typically have many years of experience in their sector • Focus on primary research
Equity Research Process FOCUS Research Monthly Sector Overview Quarterly Investment Thesis Update Thematic Reports Proprietary FundamentalResearch Superior Company & Industry Knowledge Team of Experienced Sector Specialists
An Experienced Team of Sector Specialist NTGI Equity Research Department Independent, nonbiased, fundamental process with proprietary financial projections Entered Joined Name Title Industry Firm Matthew Peron Director of Equity Research, NTGI 1990 2005 Analysts Industry Coverage Ellen Baras Consumer: Staples, Specialty Retail and Softlines 1991 2002 Marty Bukoll, JD. Healthcare: Pharmaceuticals, Biotechnology 1970 1996 Michael Drucker Health Care: Services, Medical Devices and Supplies 1992 2005 Alec Harrell, CFA Financials: Insurance, Asset Managers, REITs 2002 2007 Jackson Hockley, CFA Energy 1985 2001 Bill Hurley, CFA Utilities, Alt. Energy & Technology: Semiconductors and Handsets 1998 2004 William Hyatt, CFA Media, Leisure, Entertainment, Business Services 1978 1986 Deborah Koch, CFA Technology: Hardware, Communication Equipment, and Software 1985 2003 Christopher Shipley Financials: Banks, Brokers, Specialty 1997 2000 Sunitha Thomas, CFA Diversified Industrials 1994 2004 Edward Trafford, CFA Materials, Machinery, Transports 2000 2006 Brett Varchetto Consumer: Hardlines, Restaurants 1994 2001 Average Years in Industry 18
Thank you. Matthew Peron Director of Equity Research, NTGI