Research

At the core of our research philosophy at MWR is a measured, value-oriented investment discipline that often requires taking contrarian positions. We believe our approach helps us cut through market turbulence and enables us to take advantage of temporary dislocations in stock prices of quality companies.

Our stock selection process relies on rigorous fundamental analysis. This involves a thorough evaluation of a company’s industry, products, operating model, management and competitive strategy. We assess financial position and performance outlook to estimate total return potential within the context of risks involved.

Ideas that emerge from our research process are added as recommendations to our flagship Focus List. As we seek to uncover sectors and individual investments where the greatest value can be found, our sector weightings tend to vary from those of the S&P 500 and other market indices. MWR investment advisors rely on the Focus List as a framework for constructing equity portfolios.

In addition to investigating national and international investment opportunities, our research team covers a number of companies based in the Pacific Northwest. Many of these businesses have become prominent worldwide and have an enormous local impact. Our Northwest coverage and familiarity with regional trends are strategically important for our company and our clients.
 

Important Disclosures:
No investment process can prevent losses or ensure future gains.  Past performance is not a guarantee of future results.  Investments recommended by the Research Department will not be suitable for all accounts; suitability determinations are made by the individual financial advisor based on information provided by the client.  It is important that clients review the suitability information on file and update it promptly when circumstances change.  Research reports issued by MWR do not contain a complete analysis of every material fact regarding any company, industry or security. The opinions expressed reflect our judgment at a particular time and are subject to change. Our firm, or its officers, research personnel, other employees or customers may have long or short positions in the securities or options of the recommended issuers, may buy and sell the securities or options, may serve as an officer or director of any company mentioned, prior to or at the time of publication of the report or thereafter.