E.M. Kerschner, LLC
The Thematic
Research Group

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:

• Consumer analysts in South Korea.
  
  
• Marketing experts in the Netherlands.
  
  
• Fashion retailers in Hong Kong.
  
  
• Semiconductor manufacturers in Taiwan.
  
  
• Electronics retailers in Tokyo’s Akihabara district.
  
  
• Handset manufacturers in Sweden.
  
  
• Telecommunications companies in France.
  
  
• Government environmental officials in London.
  
  
• Lobbyists in Washington D.C.

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:

• Cosmetics and household products companies.
  
  
• Consumer services companies.
  
  
• Credit card issuers.
  
  
• Information technology consultants.
  
  
• Marketing consultants.
  
  
• Venture capitalists.
  
  
• Providing government leaders strategic expertise on a broad spectrum of solutions and opportunities that make a difference on issues of national importance.

The focus of E.M. Kerschner, LLC is how thematics can be profitably utilized — both by investors and by corporations:

• As we have shown over the years, identifying an emerging theme early on can be highly rewarding for investors.
  
  
• Corporations can use thematics to exploit emerging trends, grab market share, and increase profitability.