Our vision is to be the most trusted global independent investment research provider. Period.
WHAT WE DO
Forensic accounting research and analytics that identifies public companies with deteriorating earnings quality.
Fundamental research and commentary focused on stocks, ETFs, mutual funds, sectors and industries.
Independent and bespoke research solutions to help investors make better investment and business decisions.
We expect every global team member to exemplify these values in our client interactions and workplace community:
Understanding and exceeding our global clients’ needs is the foundation of our company. We aim to develop trusted, reliable and collaborative relationships while consistently operating at the highest standards of service and delivery.
Our global clients and stakeholders trust CFRA because we are independent, ethical, diverse and transparent in how we approach our work and interactions with clients and our community. We would rather lose business than compromise our integrity.
To create value for our clients, we are not afraid to take risks and courageously expand existing markets, develop new ones, and provide analysis and decision-making that does not follow the
crowd. Our employees are forward thinking, ambitious and want to be #1 in our markets.
We set high standards, value accountability, and reward global teamwork, ownership and results. We seek to hire, train and invest in those people who are smart, hard-working, optimistic, passionate, collaborative, and focused on quality and continuous improvement.
CFRA by the numbers
Founded in 1994, CFRA consistently identifies actionable opportunities from which clients can gain an investment edge and avoid risk. Through a differentiated proprietary methodology that blends forensic accounting and fundamental equity research, CFRA empowers sophisticated investment professionals, advisers and risk managers to uniquely analyze industries, funds and companies of their interest. CFRA’s global subscribers include the world’s leading institutional investors, wealth advisors, corporations, academics and governments.
On October 1, 2016, CFRA acquired S&P Global’s Equity and Fund Research business, a leading provider of independent research and commentary with offerings focused on stocks, ETFs and mutual funds as well as sectors and industries. The Equity and Fund Research business originated in the 1920’s and has amassed a worldwide base of investing clients.
The combined firm is committed to be the world’s leading independent investment research firm with 75 global analysts, authoring in-depth qualitative research on 1,500+ companies. In addition, CFRA offers a comprehensive view on global sector themes, industries, and funds, through in-depth qualitative research on 11 Sectors, 68 Industries, 1,800+ ETFs, 22,000+ Mutual Funds, as well as quantitative company research on 11,000+ global companies.
Founded as the “Center for Financial Research and Analysis” in 1994, today our company is simply known as CFRA. However, our mission remains to be the “center” for our global clients by providing independent, differentiated and actionable analysis to help you make better investment and business decisions.
Prior to joining S&P Global in 1989 and CFRA in 2016, Sam served as Editor In Chief at Argus Research, an independent investment research firm in New York City.
He holds an MBA in Finance from New York University and a B.A. in History/Education from Muhlenberg College, in Allentown, PA. He is a CFP® certificant and is a Trustee of the Securities Industry Institute®, the executive development program held annually at The Wharton School of The University of Pennsylvania.
Follow Sam on Twitter: @StovallCFRA
Prior to joining CFRA, Todd previously served in other financial positions at S&P Global, such as International Mutual Fund Sector Specialist, Large Cap Value and Large Cap Growth Analyst and has served on the Fund Services Asset Allocation Committee. Prior to joining S&P Global in 2001, Todd was managing editor of Value Line Mutual Fund Survey and Senior Large Cap and Small Cap Value Mutual Fund Analyst. He was also a Financial Advisor with Morgan Stanley.
Todd holds a B.G.S in Finance from the University of Michigan and an MBA in Finance from New York University.
Follow Todd on Twitter at: @ToddCFRA
Prior to joining CFRA, Lindsey worked as an Investment Strategist with S&P Global within the Investment Advisory Services division. She worked in several different capacities at TheStreet.com before that, from helping to manage Jim Cramer’s small and mid-cap Charitable Trusts, to leading trader blog conversations and writing research. She learned the ropes as an equity research analyst at J.P Morgan and Deutsche Bank covering retail companies, and began her career in investment banking with Jefferies & Company’s Mergers & Acquisition group.
Follow Lindsey on Twitter: @LBellCFRA
Prior to joining CFRA and S&P Global, Tuna was a Senior Equity Analyst at Lehman Brothers, New York. He participated in key decisions by the firm’s Investment Policy Committee and was highly instrumental in managing a multi-capitalization equity portfolio, with primary focus on the Technology, Media and Telecom (TMT) sectors. Tuna also gained extensive global consulting experience in his previous roles at Arthur Andersen and KPMG.
Tuna earned an MBA in Finance from the Strathclyde University Business School in Scotland, U.K. He also holds a B.Sc. in Accounting from University of Nigeria as well as LL.B. (JD). Tuna is a CFA charterholder and a Certified Public Accountant (CPA).