Independent Research for Independent Thinkers
Truly Independent Conflict-Free Research
FocusPoint Research delivers truly independent research on the U.S. banking industry, with a focus on value-creating special situations. With over 500 publicly-traded banks, the U.S. banking sector offers ample opportunities for misunderstood and under-followed investments to create alpha for investors. Written by Jeffrey Miller, who has over 20 years of research, trading and investment management experience, FocusPoint's research is clear, concise, and actionable.
Research Subscriptions Include:
Individual Company Reports: FocusPoint publishes 12-15 comprehensive investment ideas annually, with a mix of long and short recommendations. Ideas are actionable, with 6 to 18 month time horizons. FocusPoint also covers every significant U.S. bank IPO before the company comes public.
Weekly Market Commentary: A recap of important banking news and a look at the week ahead, along with summaries of interesting articles for further research, FocusPoints, and macroeconomic data.
Industry Primers: FocusPoint’s Primers cover timely topics for bank investors, such as problem credits, the interest rate and net interest margin environment, or M&A outlook.
Conference Calls: Jeffrey Miller is available to discuss ideas and industry insights with clients.
Custom Research: Available upon request.
Weekly Market Commentary: A recap of important banking news and a look at the week ahead, along with summaries of interesting articles for further research, FocusPoints, and macroeconomic data.
Industry Primers: FocusPoint’s Primers cover timely topics for bank investors, such as problem credits, the interest rate and net interest margin environment, or M&A outlook.
Conference Calls: Jeffrey Miller is available to discuss ideas and industry insights with clients.
Custom Research: Available upon request.
To subscribe to our services, please email Jeff Miller at jmiller@FocusPointResearch.com