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Clear Street Expands Services with New Equity Research Group


Clear Street, a cloud-native financial technology firm, recently launched its Equity Research Group to deliver in-depth market analysis and investment insights. This initiative aims to serve its expanding base of institutional clients.

About the Equity Research Group

The Equity Research Group will prioritize three key sectors:

  • Disruptive Technology: Exploring innovative technologies reshaping industries.
  • Energy Transition: Covering shifts toward sustainable and renewable energy sources.
  • Healthcare: Providing insights into advancements in biotechnology and healthcare.

Leadership and Team Composition

Director of Research: Mara Goldstein leads the group, ensuring high-quality, actionable insights.

Senior Research Analysts:

Brian Dobson: Specializes in Disruptive Technology with 20 years of capital markets experience.

Tim Moore, CFA: Focuses on Energy Transition, leveraging his expertise in small and micro-cap stocks.

Kaveri Pohlman, Ph.D. and William Maughan: Experts in Healthcare, bringing extensive research experience in biotechnology and equity markets.

Unique Value Proposition for Clients

The Equity Research Group enhances Clear Street’s varied services, which includes:

  • Equity Capital Markets and Debt Capital Markets.
  • M&A Advisory and Corporate Access.
  • Prime brokerage, professional clearing, futures, and algorithmic trading, recently bolstered by the acquisition of Fox Riverā€™s trading business.

Effects on Users

This update will have these effects on users:

Specialized Sector Analysis

Users gain detailed insights into Disruptive Technology, Energy Transition, and Healthcare. These sectors are pivotal for identifying high-growth opportunities and understanding market dynamics.

Improved Investment Decisions

The research provides actionable data and forecasts. It helps investors make informed decisions about portfolio diversification and sector allocation.

Increased Market Transparency

With expert analysis from experienced researchers, market trends and emerging opportunities become clearer, reducing uncertainty for traders.

Enhanced Strategic Tools

Traders can integrate Clear Streetā€™s insights with their trading strategies. They can leverage the company’s broader offerings like algorithmic trading for a competitive edge.

Broader Research for Small-Cap Stocks

Tim Mooreā€™s expertise in small and micro-cap stocks ensures investors have access to research on niche market segments often overlooked by other firms.

About Clear Street

Clear Street is a financial technology firm based in New York City. They develop cloud-native infrastructure to modernize capital markets. Their platform offers services like prime brokerage, clearing, and custody for U.S. equities and options. In 2022, they raised $165 million in a Series B funding round, valuing the company at $1.7 billion. Their goal is to create a single platform for every asset class, country, and currency.

Summing Up

The launch expands the firmā€™s capabilities and delivers actionable insights to institutional clients. This initiative reinforces Clear Street’s role as a leading player in financial technology and brokerage services.

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