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Research

The research process at Beekman is an in-depth, bottom-up, fundamental analysis.  We draw our own conclusions based on research done in house with minimal use of Wall Street resources. 

We typically look for new investments ideas through several sources including internally developed proprietary screens, conferences, industry publications and many other resources.  Once we identify a potential candidate the appropriate analyst will take a comprehensive look at the company to see if the growth characteristics we require are in place and whether they are likely to persist for a protracted length of time. 

We establish early and frequent contacts with company managements and encourage them to articulate their business plan, goals and financial milestones.  We also review SEC filings, past conference calls, and industry specific publications.  If after performing a thorough evaluation, the analyst sees a compelling investment opportunity, a detailed report will be generated to educate the investment committee about the company and its prospects. 

Some of the report content includes an introduction to the company’s products or services, an evaluation of the market place and competitors, analysis of growth opportunities, detailed revenue and debt analysis, management biographies, risk analysis, financial statements and internally developed models.  After an analyst has issued a research report to the investment committee a group examination of the idea begins.