Investment Research

The Investment Research Team

The Investment Research team is the most rigorous and demanding division at GIS. We are a team of 25 Investment Analysts who work together to create thorough investment research reports on a variety of investments. We currently have four investment strategy teams, each specializing in a specific investment strategy. We believe that the best investors are able to approach investment opportunities from a diverse perspective. We expose our analysts to esoteric investment strategies because we believe it is an imperative step toward expanding complex, diverse, and unique perspectives for selecting opportunities, and pursuing a successful finance career.

Our Divisions

Generalist

Pure Alpha covers Long/Short domestic equities. Team members participate in an industry coverage rotation that focuses on the Media, Communications, Industrial, and Consumer Discretionary sectors.

Owen Yan
Co-Head of 
Generalist

Technology

Pure Alpha Technology covers Long/Short domestic equities. Team members participate in an rotation within the Technology industry, including SaaS, semiconductors, internet, TMT, and IT sectors.

Global Macro

Global Macro covers International Equities, Credit, Commodities, and Currencies. The focus of this team is to apply macroeconomic principles to identify future volatility across international trade and capital markets.

Andrew Liu 
Co- Head of Global Macro

Joe Liu 
Co- Head of Global Macro

Special Situations

Special Situations covers investments across Credit, Equities, and Derivatives. The focus of this team is to identify relative value in asset markets relying upon downside protection principles, event-driven market conditions, and recovery opportunities.

Jake Ngo
Co-Head of 
Generalist

Daniel Gourdikian
Co-Head of Special Situations

Madhav Muralidharan
Co- Head of Special Situations

Arman Arya
Co-Head of 
Technology

Andy Qin
Co-Head of 
Technology

Our Publications

All Publications

Technology

Trimble (NASDAQ:TRMB)

Overweight

Global Macro

GBP (£) / USD ($)

Short

Special Situations

PENN Entertainment (NASDAQ:PENN)

Overweight

Generalist

Sirius XM (NASDAQ:SIRI)

Overweight

Industrials

MYR Group (NASDAQ:MYRG)

Overweight

Real Estate

Seritage Growth Properties (NYSE:SRG)

Overweight

Special Situations

New Fortress Energy (NASDAQ:NFE)

Long Debt/Short Equity

Global Macro

Long 10-Year TIPS

Short 10-Year Treasury Bond

Generalist

Long Firefly Aerospace (NASDAQ: FLY)

Short Rocket Lab Corp (NASDAQ: RKLB)

Healthcare

IQVIA (NYSE: IQV)

Overweight

Technology

Long Coinbase (Nasdaq: COIN)

Short Circle (NYSE: CRCL)