Off Wall Street Consulting Group

Get Full Access

Description

  • The story behind Off Wall Streets extraordinary track record:Off Wall Street (OWS) is an independent equity research firm located in Harvard Square, Cambridge, MA. OWS provides fundamental research and buy and sell recommendations to hedge funds and other professional money managers. OWS publishes profitable, actionable, and exceptionally thorough ideas at a cost effective price.OWS has developed its research process over a 24 year period, since its founding in 1990. OWS does not rely on management guidance. OWS research is based on public documents, conversations with industry contacts developed over many years, and extensive fieldwork. OWS does not employ expert networks. OWS produces business model productivity analysis based strictly on its own findings. Large differences between the results implied by consensus forecasts and the results implied by OWSs proprietary models trigger recommendations.OWS publishes about 20 to 25 new ideas (Market Caps generally over $1B) annually. Thus, each of the 8 OWS analysts writing research publishes only 3- 5 ideas a year, which allows for an unusually thorough and thoughtful analysis. This leads to superior results. The OWS track record has been exceptional:The OWS 20 year batting average, calculated from 1993 to the end of 2013, is 0.786, which means recommended positions have been closed with gains nearly 80% of the time. Typical holding period is about 9 months. Since 1993, Off Wall Street has closed out 449 positions, with 353 winners and just 96 losers.In every year since 1995, the OWS model portfolio has outperformed both of its benchmarks, an S&P 500 Index Short and a Russell 2000 index short.OWS results are transparent. OWS reports quarterly performance in substantial detail, including absolute and relative performance of the OWS model portfolios and batting average.
  • location

    Headquarters:22 Hilliard St Ste 3, Cambridge, Massachusetts, United States

    More
  • Off Wall Street Consulting Group phone

    Phone Number: +1 617-868-7880

  • Off Wall Street Consulting Group website

    Website: https://www.offwallstreet.com

  • Off Wall Street Consulting Group employees

    Employees:15

  • Off Wall Street Consulting Group revenue

    Revenue:$10 - 50M

  • Off Wall Street Consulting Group legal name

    Legal Name:Off Wall Street Consulting Group

  • Off Wall Street Consulting Group's Social Media

    Off Wall Street Consulting Group linkedin
  • done Is this data correct?
  • |  NAICS Code: 523930  |

    Show More
Person level website identification

Owner, Off Wall Street Consulting Group for Off Wall Street Consulting Group

Mark Roberts

Owner, Off Wall Street Consulting Group

Person level website visitor identification

Sell more in less time!

Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

View Employees

Mark Roberts

Owner, Off Wall Street Consulting Group

Jc Stamler

Vice President Business Relationship And Development

Brian Rogers

Head Of Sales

Amanda Roberts

Director Of Marketing

Daniela Evan

Manager Of Business Development

Frequently Asked Questions regarding Off Wall Street Consulting Group

  • Where are Off Wall Street Consulting Group's Headquarters?

    Off Wall Street Consulting Group's Headquarters are in 22 Hilliard St Ste 3,Cambridge,Massachusetts,United States

  • What is Off Wall Street Consulting Group's phone number?

    Off Wall Street Consulting Group's phone number is +1 617-868-7880

  • What is Off Wall Street Consulting Group's official website?

    Off Wall Street Consulting Group's official website is https://www.offwallstreet.com

  • What is Off Wall Street Consulting Group's Revenue?

    Off Wall Street Consulting Group's revenue is $10 - 50M

  • What is Off Wall Street Consulting Group's NAICS code?

    Off Wall Street Consulting Group's NAICS code is 523930

  • How many employees are working in Off Wall Street Consulting Group

    Off Wall Street Consulting Group has 15 employees

  • What is Off Wall Street Consulting Group's Industry?

    Off Wall Street Consulting Group is in the industry of Investment Management

  • Who is Off Wall Street Consulting Group's Owner, Off Wall Street Consulting Group?

    Off Wall Street Consulting Group's Owner, Off Wall Street Consulting Group is Mark Roberts

Company Directory