West of the HudsonTM
As part of our research process, Stralem’s Investment Committee members leave Wall Street and go "West of the Hudson" on a quarterly basis to visit companies and business leaders around the world.
The purpose of these visits is to learn what is going right and what is not; what concerns management; how operations are performing relative to plans; what customers and suppliers are doing; etc. Since we are not interested in these companies’ quarterly earnings and do not write company reports on them nor quote our sources, we are able to have very frank and objective discussions of the "world" according to those with whom we meet. In our "West of the Hudson" letter, we share our findings with our clients and some others with whom we like to keep in touch.
Click here to request a copy of our most recent West of the Hudson letter.