Wolfe Research
Wolfe Research is a leading independent research and data analytics firm known for its top-ranked equity research, sector-focused insights, and advanced macro and quantitative analysis. Founded in 2008, the firm has built a reputation for delivering objective, data-driven research across a wide range of industries, helping institutional investors navigate complex markets with confidence. Wolfe Research provides a comprehensive suite of solutions, including stock selection models, portfolio analytics, hedging and risk-management tools, ESG research, and alternative-data-powered insights, designed to enhance investment decision-making and support sophisticated portfolio strategies.
WOLFE RESEARCH SERVICES
Wolfe provides in-depth equity research across a broad range of industries, with more than 30 analysts covering 800+ companies in 100+ sectors.
Their QES team combines quantitative models, economic forecasting, and strategy tools, offering a factor library, portfolio analytics, risk modeling, and back-tested alternative data.
Thematic & Sector Baskets
Wolfe’s analysts curate thematic stock baskets based on deep research into macro, sector, and trend themes, offering clients “tradeable” exposures aligned with long-term thematic convictions.
Alternative Data & Quant Analytics
The firm integrates back-tested alternative-data models into its research and strategy offering, providing unique insights beyond traditional financial metrics.
Wolfe publishes macroeconomic and strategic research, helping institutional clients assess economic regimes, interest rate risks, and market cycles.
Execution Services
Through its Alliance with Nomura / Instinet, Wolfe offers both high-touch and agency-model execution for equities, derivatives, and options, combining research and trading in a seamless platform.
The Wolfe | Nomura Alliance provides underwriting, IPO advisory, follow-on offerings, and ESG capital markets advisory leveraging Wolfe’s research and Nomura’s global distribution and structuring capabilities.
RIA/Family Office Research Products
Wolfe delivers a specialized research service called “Wolfe Daily Howl”, tailored to independent financial advisors, family offices, and RIA clients, offering digestible and actionable research for long-term portfolio planning.