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| BCA Research is one of the worlds leading independent providers of global investment research. Since 1949, the firm has provided its clients with leading-edge analysis and forecasts of the major financial markets, with clear and focused recommendations for investment strategy backed by time-tested proprietary indicators. BCA Research provides its services to investors in more than 80 countries through a range of products, consulting and conferences. |
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| Jaymie Sullivan returned to BCA Research in 2007 after
spending five years as a global macro strategist at Moore Capital Management,
LLC where she was responsible for developing intermediate-term investment
strategy. Ms Sullivan specializes in using a top-down approach to generate
sector and industry level investment opportunities. With over a decade of
investment research experience, Ms Sullivan began her career at BCA in the
Emerging Markets Strategy team. Ms Sullivan has an honors degree in Economics
from McGill University and also holds the CFA designation. |
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| U.S. sector and industry allocation advice provides clients with key inputs into setting their own equity portfolio strategies and enhancing returns. |
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| Discussion of key themes and ideas help clients understand
the underlying forces that will shape the equity market outlook. |
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| Specific recommendations grounded in insightful analysis
and backed by proprietary indicators allow clients to capitalize on profit
opportunities as well as preserve capital. |
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| Bulletins are e-mailed every Monday and drill
down our big picture view into specific sector strategies. It also
contains an update of our view on each equity sector and industry
group in the form of an overweight, neutral or underweight position. |
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| Daily e-mails backed by an at-a-glance chart
provide clients with specific investment recommendations, discuss
recent market developments or alert clients of changes in our positions. |
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| A bi-monthly overview of emerging themes along
with a detailed review of our longer-term sector indicators. |
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| A monthly report detailing the outlook for small-
and mid-cap index relative performance, based on key macro drivers
of the equity size cycle. |
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| These reports drill down into specific ideas
or emerging themes affecting the outlook for specific sectors or the
market in general. |
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