Founded in 1989, Jefferson Research is a quantitative fundamental research company, providing research to institutional clients for more than 20 years. The firm is dedicated to helping institutional investors identify profitable long and short positions in the market and reduce their portfolio risk through proprietary Forensic Financial Analysis.

Jefferson is driven by the belief that equity performance over time is driven by company fundamentals. Identifying changes in fundamentals is the key to both: 1) avoiding “torpedo” stocks (with the resulting performance penalty); and 2) making timely purchases of strong or improving companies.