About Us

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.