Founded in 1980, Ned Davis Research Group is an independent investment research firm with over 1,100 institutional clients in over three dozen countries.  With a range of products and services utilizing a 360 degree methodology, we deliver award-winning solutions to the world's leading investment management companies.  Our clients include professionals from global investment firms, banks, insurance companies, mutual funds, hedge funds, pension and endowment funds, and registered investment advisors.

At Ned Davis Research, we believe that successful investing is grounded in having the right perspectives.  Generating alpha requires identifying potential upside as well as possible pitfalls.  To do this, you need a clear view of the whole investment picture.

Actionable ideas meet balanced, strategic insights through our 360 degree research methodology.  Our approach offers a more complete investment picture by combining both fundamental and technical research.  Fundamentals tell us how markets should be acting while technical reveal how markets are acting.  Truly insightful and timely ideas demand a balance between the two disciplines.

Investment Management

Ned Davis Research

Paul Jakubowicz

Andrew Douglas

Brian Sanborn

The Investment Research and Strategy team at Ned Davis Research is dedicated to providing in-depth analysis and strategic insights that help institutional clients navigate the complexities of the financial markets. By leveraging a blend of fundamental and technical research, the team identifies actionable investment opportunities while also assessing potential risks. Their collaborative expertise spans various sectors and macroeconomic trends, enabling them to deliver comprehensive recommendations that support clients in achieving their investment goals.

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