Company Sponsored Research

Evaluate Research

Who We Are

Evaluate Research provides institutional quality research on midcap equities on a global basis. The need for independent company research is greater than ever before as brokerage firms and traditional sell-side research firms continue to shrink around the world. Our 30-page plus Initiation Reports evaluate in great details all aspects of publicly traded companies: growth opportunities, catalysts, business description, competitive positioning, SWOT analysis, risks, etc. In addition, we determine specific price targets for all covered companies based on detailed 5-year complete forecasts of financial statements including IS, BS, CF, ratios, etc. Our price targets are supported by long-term DCF models. Finally, whereas many sell-side brokers offer sketchy and irregular ongoing maintenance research of companies, if not outright dropped or termination of coverage, at Evaluate Research we systematically monitor and regularly publish Update Notes covering quarterly earnings, major corporate events, etc.

There are multiple benefits of having regular research coverage of public companies. Many institutional and retail investors will ignore and not invest in companies without research as they simply can’t commit the time and effort to “reinvent the wheel” and understand a company from scratch. This is especially true for mid-size companies. Institutional and even retail investors may not always agree with the opinion and price target on any research reports, but it still nonetheless helps them to quickly determine what the issues, critical variables, outlook, etc. are for a company. Research coverage can lead to higher liquidity, more access to capital markets, a fair stock price, more access to all sorts of investors increased visibility of the company and management, etc.

To ensure the highest ethical behavior, the firm has adopted globally recognized CFA Institute Standards for conduct and research. All of Evaluate’s research reports are written in-house by full-time dedicated staff. In addition, we have a team of independent advisors with many years of investment experience at highly regarded global investment firms.

Sandy Mehta

CFA – Founder & CEO of Value Investments Principals, HK/India

A Wharton alumnus, Sandy as 25+ years of experience in the asset management and investment research industry. He has managed two 5-Star Mutual Funds, including a “flagship” $15 billion Global Fund, launched a $200m Hedge Fund, and a global research advisory service. He is extensively quoted in the financial media.


Larry Ioffredo

Senior Fund Manager, First Eagle Investment Management, New York

New York-based First Eagle, with over US$100 billion in assets, is one of the most renowned global money management firms with an outstanding long-term track record. A Wharton alumnus, Larry has over 25 years of investment experience focusing on international markets.


Glen Kleczka

DFA – Founder & CEO of InView Investment Management, Chicago

Prior to founding Chicago-based InView, Glen was a Founding Partner at Brinson Partners [now UBS Global Asset Management, $150bn in then assets], and Founder of the Value practice at William Blair & Co. Glen has managed a 5-star Fund and won Morningstar’s prestigious Mutual Funds “Best in Class” Award.

© Copyright 2022 - Hanabergh & Associates | All Rights Reserved