RESEARCH

Equity Research
Knight Equity Research focuses attention on stocks worthy of investment consideration, identifying quality stocks that can add alpha.

•	Knight Equity Research utilizes the fundamental workup that is built upon practices that serve the most important need of active management – stock selection
•	Combines practices found in quantitative models and fundamental analysis when accessing the investment merits of equities
•	The buy ideas that Knight produces have research integrity – segregated from banking or proprietary trading

Research Process and Approach

•	Focuses on names with market cap between $500 million and $5 billion
•	Working backwards, accesses quality across dozens of metrics, then favors stocks whose quality may be mispriced
•	Looks for balance between growth and value stocks
•	Utilizes over 70 individual factors, divided into five company fundamentals: Balance Sheet Quality, Earnings Quality, Valuation, Relative Market Quality and Trading Quality
•	Screening of 1,300+ names in our SMID model
•	Focuses on names with market cap between $500 million and $5 billion

Results clients should expect:

•	A consistent flow of buy ideas in SMID cap stocks with a quality bias
•	Written research reports - supporting investment ideas with key fundamental drivers and important assumptions
•	As the largest liquidity provider in SMID cap stocks* Knight offers a unique ability to combine its low-cost trading expertise with quality-biased idea flow

*TradeWeb BlockData – Market Rankings are based on trade volume reported by Knight Capital Americas, LLC an SEC registered broker-dealer and member of FINRA and SIPC.

 

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