Equity & Portfolio Strategy
The market, and your place in it.
Equity and portfolio strategy at Seaport Research Partners. What’s moving the market, and how to position your portfolio for success.
Our strategists in the media
Top Down Meets Bottom Up
The forces moving markets and their impact on portfolios.
Equity Strategy
Comprehensive analysis of the key drivers of stock/portfolio returns.
Portfolio Strategy
Bespoke analysis based on each client’s holdings or coverage universe.
Market Wide. Portfolio Deep.
Broad array of publications, plus bespoke work on your portfolio.
The sample research below is a small taste of the analysis provided to clients on the market and their portfolio.
Equity Strategy
Insights for Portfolio Managers, Asset Allocators and Wealth ManagersOur 100 Favorite Charts
A comprehensive market review in pictures and bullets, covering returns, earnings, cashflows & capex, valuations, economics, rates & credit, demographics and more.
Earnings Update
Published throughout reporting season, the document compares corporate results with analyst projections, revisions, contributors to market/sector growth rates, price responses to results, while highlighting one-off accounting issues that obfuscate earnings trends.
Return Decomposition
Breakdown of returns into their underlying components—revenues, margins, buybacks, dividends, multiples and currency—for all major U.S. and global indices.
Portfolio Strategy
Bespoke Analysis for Long-Only Portfolio Managers
Portfolio Positioning
Your holdings against the right benchmark and the right peer set — stock and sector over/underweights, sub-group tilts, factor exposures with five-year ranges, and market cap distribution.
Peer Performance Almanac
How managers in your style actually did — return attribution split between sector and stock selection, the largest contributors and detractors in basis points, and factor performance by quartile.
Global Positioning
The same positioning framework applied globally — country, region and sector decisions across developed and emerging markets, measured against global benchmarks.
Portfolio Strategy
Bespoke Work for Stock Analysts & Hedge Funds
Single Stock Positioning
Long-only, hedge fund and sell-side positioning for every stock in a sector, averaged into one score from −2 to +2 with direction. Double-z scored, so each name is measured against its own history and against the universe.
Justified / Unjustified Stock Moves
Three-month price action plotted against the three-month change in EPS outlook, by industry group. Names in the off-diagonal quadrants are moving for reasons their fundamentals do not support.
Who We Serve
Products and bespoke work customized for each client based on their process and portfolio.
Analysis is tailored to each investor's mandate, process, portfolio and stock coverage universe.
Asset Allocators
Provide a comprehensive review of markets and the economy including rates, credit, corporate profits and relative valuations across capitalization, style, sector and region.
Long-Only Equity Portfolio Managers
In addition to in depth analysis of equity markets, long-only portfolio managers are provided with a comprehensive set of analytics around their specific holdings relative to benchmarks and peers.
Equity Analysts and Long/Short Investors
Stock analysts, traders and long/short hedge funds avail themselves of proprietary single stock positioning data based on their holdings or coverage universe.
Wealth Managers, Private Banks & RIAs
The services for Wealth Management combine our capabilities for asset allocators with equity portfolio analysis applied against model portfolios or funds.
Our Team
Most Tenured Team on Wall Street
Working together since 2013.
- Experience
- 40 years in the industry, 25 years leading equity strategy teams
- Previously
- Chief Strategist positions at JP Morgan Asset Management, UBS, Credit Suisse
- Recognition
- Previously ranked in 4 separate Extel (Institutional Investor) categories
- Focus
- Preeminent authority on earnings trends, and the market response to economic data
jgolub@seaportrp.com · (914) 787-9756
- Experience
- 18 years as strategist and consumer analyst
- Previously
- Strategy roles at UBS, Credit Suisse and RBC
- Partnership
- Has worked with Jonathan Golub since 2013
- Focus
- Foremost authority on stock positioning and portfolio analytics
ppalfrey@seaportrp.com · (954) 494-9735
- Education
- MS Finance, Vanderbilt
BA Business Administration, Stetson
- Education
- MS Electrical Engineering, Harvard
BA Applied Mathematics, Harvard - Previously
- Chief of Staff, America 250
- Education
- BBA Finance, Belmont University
- Previously
- Associate, S&P Global
Connect
Start a conversation.
Please reach out to Jonathan.Golub@SeaportRP.com 914-787-9756 or Patrick.Palfrey@SeaportRP.com 954-494-9735 to find out how Seaport Research Partners can help with your investment process.