MRP

McAlinden Research Partners (“MRP”) provides independent investment strategy research to investors worldwide. The firm’s mission is to identify alpha-generating investment themes early in their unfolding and bring them to our clients’ attention.

MRPs research process reflects founder Joe McAlinden’s fifty years of experience on Wall Street, including a decade as the chief investment officer at Morgan Stanley Investment Management where he oversaw more than $400 billion in assets.
Joe is joined by an experienced team of Wall Street professionals from diverse backgrounds to provide MRP’s clients with valuable insight outside of the mainstream.

MRP

McAlinden Research Partners (“MRP”) provides independent investment strategy research to investors worldwide. The firm’s mission is to identify alpha-generating investment themes early in their unfolding and bring them to our clients’ attention.

MRPs research process reflects founder Joe McAlinden’s fifty years of experience on Wall Street, including a decade as the chief investment officer at Morgan Stanley Investment Management where he oversaw more than $400 billion in assets.
Joe is joined by an experienced team of Wall Street professionals from diverse backgrounds to provide MRP’s clients with valuable insight outside of the mainstream.

OUR PROCESS

What we do, and how we do it.


Disruptive Change

+

Status Quo Bias

=

Thematic Opportunity

Disruptive Change

+

Status Quo Bias

=

Thematic Opportunity

MRP’s entire focus is on identifying change that will shift the equilibrium and create an investment opportunity. To do so, we take an inductive approach, which means keeping an open mind and letting the data, news and events unfolding speak to the shifts occurring across the globe.

What’s more, we share this inductive idea-generation process with our clients. Each day, we will send you our Daily Intelligence Briefing (“DIBs”) of news and macro data that rises to the top of what we believe is relevant to signaling change. When we are struck with a new thematic idea, we will map it out for you in the DIBs or in Joe Mac’s Market Viewpoint report.

You should look to us for the over-arching idea. We do not spend time on earnings models, as so many others already do so. Accordingly, we do not recommend individual securities. We believe that a significant component of alpha comes from getting the big picture right — such as sector, industry, and theme — and that’s what we aim to do.

The catalysts for our ideas come from any number of areas: Macroeconomic shifts and business cycle turns; policy and political changes; scientific and technological inventions; health and demographic transitions; business model innovations; or even environment and natural events. MRP’s research uses only publicly-available data, filtered through proprietary screens and analytical tools.

The Importance
of a Theme

MRP’s Rob Davis explains how we are able to provide a thematic investment idea based on daily current events, news and macro research. With most alpha being generated by getting “the big idea” correct, Rob explains why identifying the right theme is the most important part of the process.

WHAT’S INCLUDED

Getting the message accross.

Daily Intelligence Briefing

 

The DIBs report is a compilation of articles and data from multiple sources on subjects reflecting disruptive change that have potential investment implications for an industry or group of securities. We share this report with our clients who may already have or may be considering exposure in the industries affected. The subjects change daily and constitute an excellent update on featured topics.

Every day, the DIBs will also include links to MRP’s other reports, such as Joe Mac’s Market Viewpoint and our current theme (?).


See an example

Market Viewpoint

 

Market Viewpoint is a periodic investment letter in which Joe McAlinden shares his outlook on the markets, U.S. economy, and what that means for an investment portfolio.

In August 2015, for example, Joe established a “Value Over Growth” investment theme. In his Market Viewpoint report that month, he made the case that, after under-performing since the 2008 financial crisis, the value segments of the S&P 500 & the Russell 2000 would soon start to assert themselves and begin a sustained period of out-performance over growth.


See an example

Contact.

 

60 E 42nd Street

New York

NY 10165

 

(212) 231-8701

 

nelly@mcalindenresearch.com