CHURCHILL RESEARCH

Churchill Research Inc. is an independent equity research firm generating investment ideas (domestic and international) for institutional money managers. The intellectual foundation for the equity analysis is the classical/supply-side economic model. Equity calls are generated via a three-step process that begins with top-down macro analysis, moves on to sector analysis and culminates in bottom-up analysis of individual equities.;... From there I re-joined Polyconomics, first working from Milan, Italy, then moving back to New Jersey to become the firm's director of global research and subsequently director of U.S. research as well. Soon I set about developing a new product that would combine top-down and bottom-up research, which we launched in May of 2001 under the name of "Supply-Side Portfolio." I ran it for just over one year, during which time the hypothetical portfolio gained 15% - vs. a 16% loss for the S&P 500. In other words, the portfolio outperformed the S&P by 3100 bps in..

Also known as: Churchill Research Inc.