Hedgeye Risk Management

Professionally risk-manage and invest across the global financials complex with leading research and investable insights from Hedgeye’s premier Financials Equity Analyst, Josh Steiner, CFA

Hedgeye Financials Sector Pro is a comprehensive securities research platform designed to provide intelligent investors with an unparalleled edge in navigating the vastly diverse universe of financials equities. Powered by the work of Hedgeye’s institutional Financials analyst team, Hedgeye Financials Sector Pro combines incisive stock research, robust data trackers and investing tools, and analyst commentary – enabling investors to professionally manage their financials sector exposure and pursue superior risk-adjusted returns across varying economic climates.

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^$600.00 / Month

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^$7200.00

^$6000.00 / Year

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A DISTINGUISHED MEMBER OF HEDGEYE RISK MANAGEMENT’S 40-ANALYST TEAM, THE HEDGEYE FINANCIAL INSTITUTIONS GROUP IS A TRUSTED SOURCE FOR MANY OF WALL STREET’S MOST PRESTIGIOUS ASSET MANAGERS AND FINANCIALS INVESTORS. WITH HEDGEYE FINANCIALS SECTOR PRO, USERS CAN TAP INTO THE RISK MANAGEMENT PROCESSES AND INVESTMENT IDEA GENERATION UNDERLYING OUR INSTITUTIONAL-GRADE RESEARCH PRODUCT.

40+

analysts

20+

sectors

$10t

Our institutional subscribers manage more than $10 trillion in assets

Hedgeye Financials Sector Pro is the leading financial sector investing product offered by veteran financials analyst Josh Steiner, CFA. A vastly diverse and critical sector of the economy, the financials landscape is unboundedly rich with cross-cycle investment opportunity. Armed with our differentiated financials research platform, investors can skillfully manage risk and supercharge their pursuit of alpha in the financials universe.

This super-premium offering includes:

Our favorite long and short stock ideas in the financial sector
Rigorous top-down and bottom-up sector-level and individual stock analysis
Access to a growing video library of current and new best idea research presentations, updated three to four times each quarter
Detailed quarterly earnings notes delivering investable insights and key takeaways for our favorite stock picks
A U.S. housing insights bundle featuring regular analysis and commentary from the Hedgeye Housing team
A monthly, interactive online video Q&A call hosted by veteran financials analyst Josh Steiner, CFA, answering subscriber questions submitted in advance on names in our Position Monitor and/or topics within our coverage universe
A deluxe suite of investing tools and data trackers, including our Financials Quad Playbook, Financials Sentiment Monitor, Artificial Intelligence Stock Screener, Bank Lending Conditions Monitor, Credit Card Asset Quality Monitor, Weekly Labor Market Reading, Systemic Contagion Risk Tracker, and future access to new products and developments

Our team is ready to help you.

Combining rigorous financials sector and individual stock analysis, veteran analyst commentary, and a powerful collection of data trackers and investing tools, Hedgeye Financials Sector Pro is the ultimate financials investing product.

Josh Steiner, CFA, has two decades of experience following sectors including specialty finance, general financial services, and global housing. Prior to heading up the Financial Institutions Group at Hedgeye Risk Management, Josh was an integral part of the Institutional Investor and Greenwich Survey number-one ranked Mortgage and Specialty Finance team at Lehman Brothers before moving to the buy-side at Amaranth Group and Millennium Partners.

Hedgeye Financials Sector Pro is a fully integrated investing product delivering rigorous top-down and bottom-up research to professional investors and registered investment advisors seeking to manage exposure and confidently invest, across cycle, in the U.S. financials space.

A list of our favorite long / short ideas, updated and delivered monthly, or whenever changes occur.

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A growing video library of concise and impactful stock research presentations outlining key takeaways from our long / short positioning for current and new investment ideas in our Position Monitor.

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In-depth, fundamental quarterly research notes discussing the key takeaways from the earnings releases of names included in our Position Monitor.

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We invite questions across all names and topics within our coverage universe, and deliver detailed, contextualized responses in an online monthly video call.

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Detailed research from the Hedgeye Housing team, offering deep and contextualized analysis of the current and emerging state of U.S. housing.

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Every week our machine-learning system, trained on over one billion datapoints, generates 12-month forward performance rankings for over 300 stocks in the Financials and Housing sectors LEARN MORE

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Fully integrated with Hedgeye Macro’s Quad Framework, we highlight the biggest winners and losers in the financials universe and reveal how to optimally manage financials sector allocations across each of the four underlying macroeconomic states. LEARN MORE

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Covering over 400 names across the financials complex, our bi-monthly proprietary scoreboard fuses sell-side and buy-side sentiment and is designed to serve as both a risk management tool and a contrarian resource for idea generation. LEARN MORE

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A succinct, quarterly summary of bank lending conditions across the credit complex presented in our specialized, infrared dashboard with accompanying commentary. LEARN MORE

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Our weekly unemployment insurance claims chartbook monitors the health of national and state-level labor markets for insight into the current and future state of credit risk. LEARN MORE

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Description: Our monthly report summarizes charge-offs and delinquencies for the largest credit card issuers in the United States, tracking both first and second derivative movements in the financial health of consumers.

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We are constantly innovating and enhancing our product offering, and look forward to driving even greater value to our subscribers.

^$600.00 / Month

Add To Cart

^$7200.00

^$6000.00 / Year

Add To Cart

Our team is made up of some of the most successful buy-side and sell-side analysts in finance. Our team brings deep backgrounds in macro and sector specific research. From Energy and Industrials, to Retail and Washington policy and everything in-between, you'll be hard-pressed to find an independent research firm which offers such a complete and integrated approach to investing analysis. Hedgeye Financials Sector Pro is a direct beneficiary of this unique combination of talent only our firm offers.

Our team is ready to help you.

Hedgeye Risk Management is an independent investment research and online financial media company, focused exclusively on generating and delivering thoughtful investment ideas in a proven buy-side process. The firm combines quantitative, bottom-up and macro analysis with an emphasis on timing.

The Hedgeye team features some of the most highly-regarded research analysts on Wall Street, covering Macro, Financials, Healthcare, Retail, Gaming, Lodging & Leisure (GLL), Restaurants, Industrials, Consumer Staples, Housing, Materials, Global Technology, Communications, Software, Demography, REITs, Energy, Digital Assets and Washington policy analysis, including Macro, Healthcare and Telecom & Media.