Commitment to unbiased, institutional-quality independent research

• We do not employ investment bankers or provide money management services
• Coverage is not contingent upon corporate finance fees; recommendations are based on the heretofore-undiscovered investment merits of a company

Value-added research across more than 30 industries

• Sidoti analysts conduct their own due diligence, visiting companies and meeting with key operating and financial management
• The analysts check with customers, suppliers and competitors, and overall, focus on the "blocking and tackling" fundamentals, particularly cash flow from operations.

A standard, simple ratings system

• BUY implies at least 25% upside over a 12-month period (from the date of coverage)
• NEUTRAL denotes a stock is not likely to provide similar gains

Special research reports

• Best of the Buys list, a monthly tab of analysts’ best BUY-rated stocks
• Cash Flow Valuation Report, a comprehensive review and valuation of the companies covered by Sidoti & Company, LLC based on our proprietary price-to-simple cash flow valuation methodology.
• Custom Universe Charts sorted by market capitalization, P/E ratios, ROE and other significant financial metrics

Unmatched client access to company managements

• Annual regional Investor Forums, including one-on-one meetings and attended by hundreds of prominent small-cap mutual and pension fund managers

  - Semiannual small-cap conferences in New York
  
  - Annual small-cap conference in San Francisco 
  
  - Semiannual micro-cap conferences in New York 

• Upwards of 1,000 “non-deal” (i.e. no-fee) management road shows

Nationwide sales coverage

• Our sales staff is segmented into geographic regions, with each individual having his or her own accounts

Consistent and dependable product distribution

• Daily morning meeting summaries
• Client access to 7- and 30-day Sidoti research histories

Trading Desk in operation since 2004

 

Emergent micro-cap universe coverage launched in 2010