NDR Thematic Opportunities

The NDR thematic Opportunities product provides high-conviction investment ideas for investment managers and their clients 

  • Recommended themes are assigned a conviction level and target return and can be implemented using a concentrated portfolio of 10 to 15 companies or a thematic ETF
  • Themes are informed by market and macro trends and are delivered with theme-based research reports, universe indices, supporting charts, historical analysis and interactive tools.
  • Delivers high-conviction, actionable thematic investment ideas and research
  • Offers an identifiable theme universe with indices built to capture an investable theme and provides a list of recommended themes with investment vehicles to implement the theme

What we deliver

Strategy, reports and models

  • Monthly Focus Report
  • Weekly Trend of the Week
  • On the Radar
  • Daily Position Tracker

Powerful interactive tools to help assess investment ideas

  • Theme momentum trends
  • Theme breakout/breakdown
  • Theme sales/margin
  • Chart builder/bundler
  • Correlation finder
  • Price bubble finder
  • ETF screener and comparison
  • ETF overbought/oversold
  • Stock valuation


How we do it

  • NDR’s 360 approach combines fundamental and technical research disciplines: fundamentals tell us how the markets should be acting, while technicals reveal how the markets are acting. 
  • Truly insightful and timely ideas demand a balance between fundamentals and technicals; actionable ideas meet balanced, strategic insights through our 360-degree methodology.
  • Successful investing is seeing the signals and making informed decisions; to do this, we provide a clear view of the whole investment picture, including a perspective on sentiment.

Examples of NDR Thematic Opportunities

Thematic Update December 2022 

December 8, 2022 | Pat Tschosik, Matt Bauer

 Download PDF

More weakness ahead for Tech Titans?

December 14, 2022 | Pat Tschosik, Matt Bauer 

 Download PDF


About Us

Pat Tschosik, CFA, CMT Senior Portfolio Strategist


Matt Bauer, CFA ETF Strategist


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