STRATEGY Height Analytics was founded on the belief that in the wake of the credit crisis, the unpredictability and velocity of policy and regulatory decisions would be driven by the political will to chart a new economic course. A tenet of our macro-perspective is that we are in the first phase of renewed public-private interdependence that will lead to significant government involvement that stands to impact the earnings power of companies, public and private, and fundamentally change the competitive landscape for entire industries. Investment research is an objective and competitive business; our clients are measured on the relative returns they generate for their investors; our value is determined by our ability to assist with risk mitigation, due diligence and the generation of non-market correlated investment themes and ideas. We rely on various processes, developed over time, that serve to systematize the complex nature of economic, policy and regulatory decisions. Importantly, these tools enable our analysts to more accurately understand the duration and hone conviction levels around key issues and events. |