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Our Expertise

Our research focuses on four dynamic growth sectors: internet, software, renewable energy, and education. The more than 50 stocks in our coverage have a median market cap of about $3.56 billion.

Internet
The emergence of online travel services, marketplaces, and classroom instruction all speak to the profound ways in which the Internet has transformed information, sales, and customer service. Our Internet coverage focuses on companies that are well-positioned to exploit the shift from traditional media and business and consumer services to the World Wide Web... Read more
Software
Our software coverage focuses on three broad themes: the shift from proprietary operating systems to open source; the purchase of software as a subscription, rather than as a perpetual license; and the likelihood of further consolidation within the sector... Read more
Renewable Energy

We expect the recent backlash against fossil fuels which contribute to an erosion of the environment and increase dependence on foreign fuel sources to continue to create awareness of companies in the solar power category. Our coverage, launched in February 2007, examines companies focused on solar power and ethanol, two renewable energy sources which we expect to rise in popularity and market acceptance... Read more

Education
The number of Americans pursuing postsecondary education continues to rise, as does the popularity of distance education. The development of distance learning methods of instruction has been one of the key recent trends in postsecondary education. While online courses accounted for over 3 million enrollments as of 2004, just 24 percent of postsecondary institutions offering bachelors' degrees make online courses available... Read more

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