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 and 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

Request more information

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

 

OUR 360º APPROACH

Our approach combines both 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 these two disciplines. Actionable ideas meet balanced, strategic insights through our 360-degree methodology.

Register For Trial
ndr-approach-donut-chart

Communication Methods

Website Portal

On-demand access to a broad array of charts, publications and tools. Easy-to-manage content lists and curated content available at your convenience.

Webinars

Monthly broadcasts on wide variety of timely topics. Accessible for all levels of subscription, these webinars include convenient access to replays, slide decks, interactive polls and a lively Q&A.

One-on-one calls

Craving a bit of one on one time with your favorite strategist? One-on-one calls can be arranged through your sales reps with specific strategists and analysts.

Conferences

Our strategists and analysts are regularly sought after as expert panelists and presenters at investment industry conferences world-wide.

Direct Email

Many of our reports, charts, and publications can be sent directly and conveniently to your inbox.

SOCIAL MEDIA

©2025 NDR. All Rights Reserved.

  • Content shown is for marketing purposes and does not reflect current data or current NDR recommendations.
  • NDR, A Delinian Group Company