Sector Expert: McAlinden Research Partners
McAlinden Research Partners (MRP) provides independent investment strategy research to investors worldwide. The firm's mission is to identify alpha-generating investment themes early in their unfolding and bring them to its clients' attention. MRP's research process reflects founder Joe McAlinden's 50 years of experience on Wall Street. The methodologies he developed as chief investment officer of Morgan Stanley Investment Management, where he oversaw more than $400 billion in assets, provide the foundation for the strategy research MRP now brings to hedge funds, pension funds, sovereign wealth funds and other asset managers around the globe.
Companies Commented On
- AFC Energy
- Air Products & Chemicals Inc.
- Ballard Power Systems Inc.
- Bloom Energy Corp.
- FuelCell Energy Inc.
- ITM Power plc
- Plug Power Inc.
- Teladoc Health Inc.
McAlinden Research Partners makes the case for growth in the hydrogen fuel market, and lists the companies investors might target to benefit from that growth.
Uranium Is at a Key Inflection Point (9/30/20)
The uranium industry is setting up for a classic commodity supply-demand imbalance, which should benefit mining companies in this space, writes McAlinden Research Partners.
McAlinden Research Partners explores pandemic-induced impacts on the oil and gas industries, including the closures of refineries and a pivot toward renewable fuels.