LodeRock Research
Technology and regulatory trends are having a negative impact on the ability for small- and mid-cap issuers to attract analyst coverage.
LodeRock Research is focused on filling this void. Much like credit rating agencies, LodeRock’s fee-based research is governed by policies designed to assure quality, integrity and objectivity in the analytical process. The company uses a proprietary screening method to identify issuers with the fundamentals to attract institutional interest.
Review our Principles and Policies
LodeRock Research Principles and Policies
Much like credit rating agencies, LodeRock’s fee-based research is governed by policies designed to assure quality, integrity and objectivity in the analytical process.
- Core principles
- The foundation of LodeRock Research’s product and brand are credibility, insight and impact.
- The value of an equity research product is a function of its independence. The key principal for LodeRock Research has built a reputation of trust with global investors for over 25 years.
- LodeRock is committed to providing a product of the highest quality, focusing on rigor in the financial estimate and valuation analysis process and providing a well-thought-out investment thesis.
- LodeRock seeks to be impactful to the investment process by concentrating research on the most important investment drivers. Our policy is to publish whenever an event is impactful to the investment thesis and/or changes are warranted to estimates or valuation assumptions.
- Conflict of Interest and Ethics Management
- LodeRock has no sales, trading or investment banking business
- LodeRock Research clients have no editorial rights on the product
- LodeRock analysts are members of, and/or are bound by the ethical standards of, the CFA Institute
- In the event that research is discontinued on a stock, LodeRock Research will publish a final report with estimates making this clear
- The head of LodeRock Research has primary responsibility for regulatory compliance
Latest Reports
VersaBank: The Future of Banking
VersaBank: The Strong Get Stronger
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Hammond Power Solutions: Upstream play on the ‘Green New Deal’
VersaBank: A truly digital bank – putting more “currency” in cryptocurrency
Greg MacDonald, CFA
Greg MacDonald is a veteran of Bay Street with more than 25 years of experience as an award-winning equity analyst covering U.S. and Canadian stocks in New York and Toronto. During his career on the sell side, Greg covered various sectors, including many years focusing on telecom, media and technology companies.
Greg was a Top Gun ranked analyst by Brendan Wood for multiple years; ranked top three in sector stock picking by Starmine for 5 of his last 10 years in active coverage; and ranked the #1 overall large-cap stock picker in Canada in 2006.
From 2012 to 2019, Greg was Canadian Head of Research for an international investment dealer, where the team achieved a significant improvement in ranking from Brendan Wood.
For more information on LodeRock Research, please reach out to Greg:
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