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Jefferson Research

Jefferson Research


Jefferson Research on Interactive Brokers

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Jefferson is dedicated to helping institutional and individual investors identify profitable long/short and buy/sell positions and reduce their portfolio risk and enhance returns through a proprietary forensic financial analysis rating process. Nearly 50 variables are utilized to produce easily understood Financial Sonar™ reports that allow our clients to cut through the fog of research and accounting.

As a pioneering forensic researcher for institutions, Jefferson's process analyzes companies through two periscopes: fundamental performance and financial reporting quality. The process 1) replicates the complicated work of forensic analysts 2) utilizes best of breed academic research, forensic accounting and financial analysis 3) is based on institutional grade techniques that are proven and seldom available to individual investors. The combination of these features produces ratings has a proven predictive track record for both buys and sells.

The ten page report provides an overall rating and ratings on each of the five pillars of investment research: earnings quality, cash flow quality, operating efficiency, balance sheet quality and valuation. It is useful for checking buys and sells for portfolios of individual stocks as well as long/short ideas.


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