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"The 7 Habits of Highly Effective Equity Analysts"

A Whitepaper for Equity Analysts by Sentieo

As former buy-siders ourselves, the Sentieo team knows what it’s like to continually grind away at an established process that sometimes, to put it bluntly, just isn’t working. As managers of equity analysts, we have also felt the struggle of “quality control” beyond boiling the investment process down to rote form-filling and box-checking. We surveyed the Sentieo community and from our interactions with hundreds of analysts, decided to put together broad takeaways. If it helps just one analyst get more effective, we will have done our job.

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