The Thematic Research Group
After over three decades on Wall Street where he served in senior strategy positions for a number of leading firms, including Citigroup, UBS and PaineWebber, in 2009 Edward Kerschner established
E.M. Kerschner, LLC.
The focus of our research was investment strategy, including asset allocation, equity valuation, and portfolio construction. In recent years, however, we have focused exclusively on “thematic investing.”
In researching the various themes over the years, we strayed far from Wall Street in order to pick the brains of a range of experts worldwide:
As the focus of our thematic research expanded, so too did the client base, with demand for our analysis extending beyond the insular world of Wall Street to include:
The focus of E.M. Kerschner, LLC is how thematics can be profitably utilized — both by investors and by corporations:
Copyright 2009 E.M. Kerschner, LLC. All rights reserved.