Hedgeye

INSTITUTIONS

Hedgeye Risk Management is a premier on-line financial media company and a leading independent provider of real-time investment research. We generate actionable, transparent, global investment ideas (via stocks and ETFs), backed by the world's most regarded analysts.

Our subscribers range from the most prominent investment managers and hedge funds; to RIAs and wealth managers; and to individual investors at all levels who have chosen to take charge of their financial destinies. Our products / services include:

• EARLY LOOK [i]

  Early Look

  The Early Look daily strategy note synthesizes the world's economic and political risks and opportunities, preparing investors for the day ahead. Issued by 8 a.m. Eastern Time every trading morning, the note includes a review of our Daily Asset Allocation model; global Macro factors across countries, currencies, commodities, and sectors; our proprietary S&P support and resistance levels on TRADE, TREND and TAIL durations; and commentary on the markets, sectors, and equity & ETF positions in our virtual portfolio.

• MORNING MACRO PODCAST (PRE-MARKET) [i]

  MORNING MACRO PODCAST (PRE-MARKET)

  Our 18-minute Morning Macro conference call synthesizes and prioritizes the world's economic, market, and political opportunities and risks, preparing investors for the day ahead. The call includes our Daily Asset Allocation, our insights on geopolitical and policy events, commodities, volatility, company & country credit, private equity, M&A and Banking, and a glimpse into our portfolio positioning. Subscribers to the call have observer and Q&A rights.

• DAILY ASSET ALLOCATION [i]

  DAILY ASSET ALLOCATION

  The Hedgeye Daily Asset Allocation model provides a risk-managed investment allocation amongst asset classes, including to cash (signaling an un-invested portion). The Daily Asset Allocation is updated each market morning, and includes allocation changes for each asset class from the previous market day. The Daily Asset Allocation comprises a risk management mechanism which is independent of but complementary to our Real-Time Portfolio.

• REAL-TIME INTRADAY UPDATES [i]

  REAL-TIME INTRADAY UPDATES

  Real-time, actionable ideas and insights specific to companies, geographies, currencies, commodities and geopolitical factors, including cyclical trends and secular outlooks.

• MONTHLY STRATEGY CALLS [i]

  MONTHLY STRATEGY CALLS

  Monthly Strategy calls highlighting the most important investment themes and opportunities within a daily risk-management framework. Calls typically address winners and losers from our quarterly investment themes and provide a deep dive on global Macro topics of interest.

• COMPLIANCE NOTES [i]

  COMPLIANCE NOTES

  Hedgeye’s compliance notes provide weekly insight to the trends, emerging risks, and opportunities in compliance, regulation, and legislation, with an emphasis on Wall Street more broadly, and the buy-side specifically.

• INVESTMENT CONSULTING [i]

  INVESTMENT CONSULTING

  Direct access to our sector analysts and their teams is available to discuss research-related questions. Given our independent, uncompromised research focus, our analysts can act as consultants, both on the portfolio positioning and investment ideas of subscribers, as well as our own investment ideas and insights.

• CUSTOMIZED RESEARCH [i]

  CUSTOMIZED RESEARCH

  Customized research on companies, countries, sectors and themes is available for additional fees.   Please contact info@hedgeye.com for more information

• SECTOR-SPECIFIC FIRST LOOKS [i]

  SECTOR-SPECIFIC FIRST LOOKS

  Our analysts and their teams prepare daily sector-specific First Looks that synthesize our proprietary pre-market research views. First Looks also include sector-specific support and resistance levels across TRADE, TREND and TAIL durations; a Morning Highlight idea piece, and analyst commentary on position changes in the Hedgeye virtual portfolio, calendar and earnings events, M&A activity, and management changes.

• COMPANY & THEMATIC BLACK BOOKS [i]

  COMPANY & THEMATIC BLACK BOOKS

  Hedgeye Black Books are deep dives into our best, long-term TAIL investment ideas and themes, including our quantitative, bottom-up and Macro analysis.

• S&P, USD, GLD AND KEY MACRO LEVELS [i]

  S&P, USD, GLD and Key Macro Levels

  As a part of our US Strategy research, our proprietary S&P 500 and Sector Support & Resistance Levels provide a daily overview of S&P 500 quantitative levels, including USD, GLD and key Macro Levels - updated each market morning.

Our subscribers range from Hedge Funds to Mutual Funds to RIA's. Our analysts include, but are not limited to the following:

• KEITH McCULLOUGH Strategy
• BRIAN McGOUGH Retail
• TODD JORDAN Gaming/Lodging/Leisure
• DARYL JONES Macro
• HOWARD PENNEY Restaurants
• THOMAS TOBIN Healthcare
• JOSHUA STEINER Financials