Sector Leaders are ultimately responsible for delivering high quality equity research to the portfolio managers. Their leadership ensures analysts stay focused, deliverables are mistake free, there is ongoing communication with the PM’s, and that all members are performing at high levels with clarity around their responsibilities.
Associates mentor analysts and collaborate with sector leaders to focus the direction of a sector’s pitch process. This includes overseeing the early idea generation stage and valuation in later stages.
Analysts drive GSIF’s idea generation, the most important part of the pitch process. They spend a substantial amount of time focused on due diligence and financial modeling to prepare polished equity research and pitches for the portfolio managers.
Meet The Sectors
The Consumer Sector focuses on investing in the consumer discretionary and consumer staple sub-sectors that include verticals such as apparel design, department stores, discount retailers, grocers, and hardlines retail. Past investments include Dollar General, Tyson Foods, Tegna, and Brunswick Corporation.
The Financials Sector focuses on a vast array of sub-industries such as traditional banks, payment services, insurance, fintech, and real estate investment trusts (especially those in the shopping mall, student housing, and casino property businesses). Current holdings include Customers Bank, TPG Specialty Lending, and Apollo Investment Corporation.
The Energy Sector focuses on investing in the Upstream, Midstream, Downstream and Alternative sub-sectors that includes verticals such as Oil and Gas exploration, Solar power, transportation and refining. Past investments include Diamondback Energy, Spectra Energy Partners, AES Corporation and Exxon.
The Healthcare Sector focuses on investing in pharmaceutical manufacturers, medical device companies, healthcare providers, drug and medical supplies distributors, and biopharma services companies. Notable investments include McKesson, Allergan, HCA, and LabCorp.
The Industrial sector focuses on investing in the aerospace and defense, industrial conglomerates, transportation, machinery, construction, mining, and utility sectors. Notable investments include Deere & Company, Waste Management, Acuity Brands, Spirit AeroSystems, TopBuild, Cummins, and Duke Energy.
The technology sector invests in hardware, software, telecom and media companies. The sector has invested in companies such as Apple, Microsoft, Western Digital, Oracle and Ubiquiti Networks.