Cowen and Company’s culture is rooted in the traditions of the research boutiques that once dominated the investment research landscape. Our primary focus is on two products:
1. Proprietary information flow, and
2. Good investment ideas
We achieve the first objective with a combination of extensive primary research work, organized survey activity, and access to industry experts (i.e., opinion leaders in medicine, technology, and consumer industries).
We believe that the best investment idea is a “Correct Non-Consensus Conclusion,” and a considerable amount of our energy is devoted to this pursuit. We spend as little time as possible on traditional maintenance research products.
The primary focus of our efforts is on growth sectors, where new company formation is high. The bulk of our analysts work in Health Care, Technology, and Consumer areas, though we also have significant commitments to Media & Communications and Aerospace & Defense. We closely follow more than 375 companies.
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