Credit Where It’s Due

You’ve gotta check out this performance chart. The only thing that impresses me more than these results is the investment process that drives them.

Ok, McGough is breaking rank here. I’m going to completely ignore anything having to do with retail fundamentals for a minute. You’ve gotta take a look at the chart below. It outlines the key market calls my Partner Keith McCullough has made since May, when we opened the doors at Research Edge here outside Yale University. No, I’m not making up these numbers and dates. The results are simply astounding. Check it out for yourself at www.researchedgellc.com.

I’ve known Keith for a while, and have always known that his results and accomplishments over the past 10 years are tough to argue with. But even way back when Keith, Michael Blum (our COO) and I white-boarded the plans for this business, I did not have any clue as to the sheer depth of his investment process, breadth of intellectual leadership, and ability to balance risk and maximize alpha.

Yes, the day will come when he, and we, will be wrong. And trust me, even though there are plenty of people waiting for that to happen, we will be our own harshest critics – by far.

The investment team here at Research Team is – by the longest of long shots – the best I have ever had the pleasure of working with in my 15 years on Wall Street. And yes, the team is adopting the same process that has driven Keith’s results thus far.

For those of you that have not yet seen it, check out the results of the “Hedgeye Portfolio,” and you’ll see similar results at the individual stock level.
I'm not making this up folks. Check www.researchedgellc.com for insight on Keith's calls.

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