We focus on improving investor outcomes by providing information and thoughtful analysis of investment opportunities. We believe buying shares of superior businesses and allowing them to compound over time is the surest way to create wealth investing in the stock market. Our independent, unbiased analysis centers on superior companies, especially those with sustained advantages, which we call economic moats.
CDM analysts on four continents apply a consistent, forward-looking methodology that focuses on long-term fundamental valuation, risk, financial health, and stewardship. The performance of our equity research in action speaks for itself.
Tailored for institutional investors, our company reports go beyond the standard analyst reports, presenting industry context along with detailed discussions of company valuation and scenario analysis.
As an institutional client, you can do more than just read the reports: you can go straight to the source, discussing, analysis and outlooks with the equity analysts in-person, by phone, or through email. Our annual CDM conference offers attendees an opportunity to hear from our analysts about the moat-rated companies they cover.
Our institutional clients get regular and special reports, market overviews, and investment ideas resulting from our proven methodology. They can engage directly with our equity analysts, who specialize in sectors and industries, to discuss company valuations, forecasts, industry dynamics, and competitive landscapes.