Industrials Pro
Professionally risk-manage and invest across multiple Industrials sub-sectors with leading research and investable insight from Hedgeye’s Industrials analyst team.
Coverage includes Alternative Energy, Automation, Airlines, Logistics Providers, Electric Vehicles/Autos, Advance Manufacturing Technologies, Building Products, Commercial & Business Services, Trucks/Trucking, Industrial Machinery, and Railroads.
The Industrials Pro research platform provides unparalleled edge for investors navigating the rapidly evolving Industrials and cyclical landscape. Timely themes and investable investment ideas are featured on both the long and short side. Industrials Pro is powered by Hedgeye’s institutional Industrials team of Jay Van Sciver and David Talbott, whose combined experience spans over three decades researching Industrial investment opportunities.
Access Industrials Pro Today!
$225.00 / Month
Add To Cart
$2700.00
$1999.00 / Year
Add To Cart
THE HEDGEYE INDUSTRIALS TEAM IS A TRUSTED SOURCE FOR MANY OF WALL STREET’S MOST SUCCESSFUL ASSET MANAGERS AND INVESTORS. WITH HEDGEYE INDUSTRIALS PRO, USERS CAN TAP INTO THE RISK MANAGEMENT PROCESSES AND INVESTMENT IDEA GENERATION UNDERPINNING OUR INSTITUTIONAL-GRADE RESEARCH PRODUCT.
40+
analysts
21
sectors
$10t
Our institutional subscribers manage more than $10 trillion in assets
Behind Hedgeye Industrials Pro
Industrials Pro combines analysis of emergent industrial technologies and markets with industry cycle context, structural competitive analysis, and adaptive valuation frameworks to generate investment ideas from a unique and informed perspective. Industrials Pro features analysis of alternative data sets, a deep understanding of thematic industry drivers, and a robust macro framework designed to support investors looking for professional risk management and improved alpha generation.
The Industrials Pro offering includes:
  • Our favorite long and short stock ideas in the Industrials sector
  • Insights from rigorous top-down and bottom-up sector-level and individual stock analysis, including periodic viewer Q&A sessions
  • Idea generation combining our Macro team’s proprietary Quad analysis with company specific catalysts
  • Access to a growing video library of concise deep dive research presentations, with new content added two to four times each quarter
Industrials Pro is the ultimate Industrials-oriented investing product, combining rigorous sector and individual stock analysis, veteran analyst commentary, and a powerful collection of data trackers and investing tools.
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Analyst Biography
Jay Van Sciver is a partner of Hedgeye. Prior to joining Hedgeye Risk Management, Jay was a Managing Director at LaBranche and partner at Bishop & Carroll Capital Management, a long/short fund. His buy-side research has focused on industrial technologies, automation & manufacturing processes, business services, transports, and consumer durables. Jay was also an Industrials and Materials sector analyst at Brown Brothers Harriman. Jay earned a Bachelor’s of Science degree in Chemistry from Yale University and is a CFA Charterholder.
David Talbott has been a member of the Hedgeye Industrials team for 6 years. Prior to joining Hedgeye he represented the United States in international cycling competitions at the u23 level.
Inside Hedgeye Industrials Pro
Industrials Pro is a premium investing research product designed by Hedgeye’s Industrials team. The goal is to provide professional investors and registered investment advisors with institutional-grade investment research in their pursuit of generating alpha across the cyclicals universe.
Industrials Pro includes access to the following:
HEDGEYE INDUSTRIALS POSITION MONITOR

A list of our favorite long / short ideas, updated and delivered weekly.

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CRITICAL INDUSTRIALS WEEKLY CALLOUTS

Weekly analysis of the most notable changes, data callouts, and timely insights across the Industrials ecosystem.

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MONTHLY Q&A INTERACTIVE VIDEO

Subscribers will have the opportunity to ask their Industrials Pro team questions in a user driven monthly call format.

RESEARCH NOTES

In-depth, fundamental research notes discussing the key takeaways from earnings releases or Industrials industry insights.

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BEST IDEA ROUNDUPS

A growing library of concise videos dissecting our Industrials team’s best stock ideas, providing the key conclusions from our deep-dive Industrials presentations (generally 2-4 new per quarter)

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BONUS CONTENT

Analysis of timely Industrials data and periodic release of additional premium content.

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Try Industrials Pro Today!
$225.00 / Month
Add To Cart
$2700.00
$1999.00 / Year
Add To Cart
Analyzing Markets is a Process
Our analyst team is made up of some of the most successful former buy-side and sell-side analysts in finance. Our team brings deep backgrounds in macro and sector specific research. From Healthcare and Industrials, to Financials 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 Industrials Pro is a direct beneficiary of this unique combination of talent only our firm offers.
questions?
Feel free to contact us
Our team is ready to help you.
About Hedgeye
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, all with buy-side experience, covering Macro, Financials, Energy, Healthcare, Retail, Gaming, Lodging & Leisure (GLL), Restaurants, Industrials, Consumer Staples, Communications, Cannabis, Housing, Materials, Technology, Demography and Washington policy analysis.