Equity Research

Arthur Wood's Equity Research division publishes research pursuant to FINRA Rule 2241 for institutional clients only.  The team is comprised of experienced research analysts who deliver market insight with original and differentiated ideas formatted for its institutional client base.

Wood is focused on helping institutional investors build perspective on various market and sector trends or related companies/organizations and less on providing investment opinions, ratings or target prices.  

The key component of our research process includes channel checks, where Wood collects information from a variety of sources, which could include individuals in the supply chain or distribution channel.  To eliminate the risk of obtaining confidential information or material non-public information, our channel checks are conducted primarily using our research consultants.  

The firm's deep fundamental research focuses on technology and consumer electronics with a global perspective.  Our technology sub-sectors currently include:

Communications/Media & Cable             Internet
Contract Manufacturers                          Networking & Optical
Data Centers                                         Semi-Conductors / Semi-Cap
Data Storage                                         Software

Donald P. McCarthy
Chief Executive Officer                  Equity Research Sales

Paul Rodriguez
Managing Director
Research Analyst 

The Research Team

Don M. McCarthy
Business Development             Equity Research

Mark Gerber
Managing Director
Research Analyst