Sheaff Brock Revs Up Research

Sheaff Brock Revs Up Research

The word rev is an abbreviation for revolution, alluding to the rate of rotation of an engine, explains. The purpose of revving? To enliven, or stimulate….

The words “enliven” and “stimulate” precisely describe Sheaff Brock managing partners Dave Gilreath and Ron Brock’s intent in inviting research analyst Tom Kaiser to become the newest member of the wealth management firm’s research team.

Sheaff Brock Research Analyst Tom Kaiser

Tom Kaiser, CFA® Sheaff Brock Research Analyst

A 2009 graduate of Indiana University’s Kelly School of Business, Tom Kaiser spent five years at Fitch Rating in Chicago, focusing on asset-backed securities.  For the past four years he worked at CNO Financial Group’s 40|86 Advisors division in Carmel, selecting fixed-income securities for insurance portfolios. Kaiser holds the globally recognized professional designation CFA® (Chartered Financial Analyst).

“Tom Kaiser’s research and analysis skills strengthen our data-driven approach to investing decisions,” Gilreath states, describing some of the research resources the firm has made available to its portfolio managers.

  • Revelation Investment Research’s downside risk portfolio will continue to be a valuable resource for Sheaff Brock investment managers. Revelation identifies groups of stocks as having the least risk. Historically, those stocks have tended to outperform the others over the ensuing twelve months.
  • A second “keeper” research tool is William O’Neill data’s Panaray®. O’Neill Equity Research uses visual displays focused on highlighting stocks best positioned to generate alpha (manager-generated value).
  • A new addition to the Sheaff Brock research arsenal is MAPsignals research, which tracks Wall Street’s “Big Money” accounts, offering insight into “behind-the-scenes” market-moving forces….

There’s no question that, in recent years, the investment assets allocation balancing act has become trickier. As Sheaff Brock revs up its research capabilities, Tom Kaiser’s experience in research-driven selection of both fixed-income and equity holdings should prove a good fit with the firm’s ongoing commitment to data-driven decision-making.

Share this post