ABR Investment Strategy

ABR Investment Strategy LLC was formed to become the leading independent investment advisory firm focusing on growth companies. With the ever-changing environment and growing need for truly unbiased and proprietary research, ABR plans to leverage its experience and bring valuable inputs to its buy side partners. We have structured our firm to avoid the many conflicts and issues we’ve observed working at several broker/dealers, both bulge and boutique.

Our mission is simple: we strive to consistently bring sound investment advice to help our institutional clients make money.

ABR’s research process is highly structured. We identify the most important themes in our sectors, whether large secular shifts, technology adoption cycles, product cycles or regulatory changes. We determine whether there is an opportunity for large value creation or value shift and identify stocks with significant exposure. Our recommendations are always sensitive to earnings power, valuation and investor sentiment. Our highest conviction ideas are always supported with detailed tops down and bottoms up models.

The Services We Provide

Written Research

Daily Newsletter (TMT and Healthcare)
Analyst research reports (company specific and sector)
Notes from company calls/meetings
TMT Weekly Newsletter


Bus Tours (Silicon Valley, Taiwan, China)
HQ Trips
Plant and Manufacturing Tours
Non-Deal Roadshows
Advisor Meetings/Conf calls – (Specialists in TMT and Healthcare who have unique perspective)

Notable Events/Trips

Averaging 3 Healthcare events in NYC per month
Averaging 7 investor trips to Asia per year
Annual CEO meeting w PFE CEO
Over 150 meetings/co calls YTD in 2013 (over 150 in 2012)


Brad co-founded ABR Investment Strategy, LLC with the vision of building a premier independent research firm.


ABR Investment Strategy is a leading edge Investment Advisory firm.

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