Wolfe Research

Wolfe Research, LLC is a premier research boutique with a commitment to best-in-class content and ongoing strategic growth. We produce research that we believe is the most objective and distinguished in our sectors, and we deliver our services with intense care and specificity to each of our institutional clients. Currently Wolfe Analysts cover about 400 stocks in every major GIC sector. Wolfe Research does not try to be all things to all clients, but we do aim to be the best at everything we do. Wolfe remains committed both through acquisition and internal mentoring to providing a home for the top-ranked, most differentiated and inspired analysts, sales people, and traders. The firm thus far has established a reputation for macro research underpinning leading coverage in Industrials, Energy/Utilities, Consumer/Retail, Healthcare, Financials, and TMT. Our QES product provides a leading factor library, cutting edge portfolio analytic tools, and unparalleled alternative data.

Subscription Details

Off the shelf models for sale and bespoke work, pricing to be negotiated.

Downloadable Assets

None

Price

Pricing for nuanced projects starts at $30k and goes up to millions based on the project

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Collection Methodology

•	Multi-factor machine learning models 
•	Sector model for banks, tmt, REITs, etc.
•	NLP
•	Global Factor Library – Factor library of 500-1000 factors that we’ve created over the last 20 years.

Regional Coverage

Global

History

Typically goes back to the early to mid 90’s depending on which model.

Cadence

Deliver data daily via FTP or potentially API

Themes Covered

Company Performance/Brand Perception

Granularity of Data

Bespoke work, depends on client needs.

Sectors / Companies

Broad coverage across most industries. We are in the process of expanding our coverage.