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Research

The work behind every decision.

The Investment Committee draws on a broad set of analytical platforms, financial press, and research from the leading asset management firms. Our research is paid for by the firm, never by fund companies, and never through soft-dollar arrangements.

Analytical Platforms & Data

The platforms that power our analysis.

Institutional-grade platforms that provide real-time market data, fundamental analysis, and historical context. The Investment Committee has desktop access to all of the following at all times.

  • FactSet — integrated financial data, company fundamentals, and portfolio analytics
  • Bloomberg — real-time market data, news, and fixed-income analytics
  • Morningstar — fund evaluation, manager research, and portfolio analytics
  • Value Line — independent stock research, rankings, and company reports
  • Standard & Poor’s — credit ratings, equity research, and index data
  • Fidelity Institutional — custody, trading, and institutional research
The New York Stock Exchange trading floor, where the markets our research follows are made
— The New York Stock Exchange —
Financial Press & Commentary

Reading that informs our thinking.

The publications and commentary we follow to stay current on markets, policy, and the macroeconomic environment.

  • The Wall Street Journal — market reporting, editorial, and earnings coverage
  • CNBC — real-time market commentary and earnings interviews
  • Barron’s — deeper analytical pieces on markets and individual securities
  • The Financial Times — international markets, monetary policy, and global macro
  • Yardeni Research — institutional macro and equity strategy research
  • Claude — AI-assisted research and analytical synthesis across large volumes of source material
Fund Company Research

Primary research from leading asset managers.

We receive and review strategy, outlook, and commentary materials produced by the research teams at many of the major asset management firms. These materials inform our Investment Committee’s understanding of market structure, interest-rate positioning, and sector-level developments. A partial list of the firms whose research we regularly consume appears below.

BlackRock
Fidelity
Goldman Sachs
Invesco
Neuberger Berman
PIMCO
T. Rowe Price
WisdomTree
Nuveen
Federated Hermes
TCW
Eaton Vance

Among others. Reviewing the materials of a fund company does not imply any relationship or compensation arrangement, and the Investment Committee uses this research as one input among many in its independent decision-making.

Primary Source Material

The original documents.

Third-party research is valuable, but the originating documents are where our most rigorous analysis begins.

  • Company annual reports, 10-K and 10-Q filings with the SEC
  • Prospectuses and offering documents for managed funds
  • Press releases and direct communication with company investor relations
  • Federal Reserve statements, meeting minutes, and economic projections
  • Original SEC filings and regulatory disclosures
Daily Output

How it all comes together each morning.

The platforms, reading, and primary research above feed a single daily product: the WCAMG Daily Macro Briefing.

Each morning, our team produces a written briefing that synthesizes the prior session and the day ahead into actionable intelligence for our advisors and the Investment Committee. The briefing distills the day’s most material developments across five domains: macro and geopolitics, markets and earnings, cross-asset analysis, portfolio implications, and a closing recap of key talking points. It is produced in two formats, a focused summary and an extended thematic edition, and is formatted to firm brand standards for internal advisor use.

The framework emphasizes balanced, capitalist analysis with disciplined sizing, broad diversification, and exits on thesis deterioration only. Forecasts from external research providers are clearly attributed and flagged for revision risk.

See the full description on our Strategy page →

“All research is paid for by the firm. No fund company compensates us for placement. No soft-dollar arrangement influences our analysis. The independence of our judgment is not incidental, it is structural.”
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