Fundamental Research

OTR has established long-lasting relationships with the largest mutual funds and hedge funds in the industry. The firm’s institutional product is geared toward fundamental, bottom-up investors. OTR’s dedicated client base is accustomed to a high level of exemplary, hands-on service, from the daily contact with a veteran sales team to one-on-one interaction with a distinguished list of editors and reporters who are authorities in their respective fields. The firm is dedicated to creating valuable relationships and providing its partners with exceptional intelligence services. OTR's structured research approach is backed by rigorous quality control and compliance audits conducted by Registered Principals.

OTR’s targets coverage of topical industry developments and specific areas within a company or sector in which recent developments may impact performance; OTR refers to these specific areas as panels. Clients use this information to make more informed investment decisions.

OTR covers a wide spectrum of panels, a sampling of our panel coverage is below:

 OTR's institutional clients are provided access to:

  • Syndicated core research reports
  • Notes, alerts, Snapshots, conference notes
  • Events, corporate access, conferences, one-on-one meetings
  • Custom research services
  • Best-execution trading desk

For more information please visit the Research Services page.