About This Episode

Ned Davis Research (NDR) is a global provider of independent investment research, solutions and tools. Founded in 1980, NDR helps clients around the world make objective investment decisions. Its strategists and analysts use fundamental and technical research with models, charts, indicators and weight-of-the-evidence methodology to help clients see the signals and invest with confidence. NDR is headquartered in Sarasota, Florida with offices in New York, London, and Hong Kong.

About Our Guest

Brian Sanborn, CFA, is global head of investment solutions at NDR.

Brian Sanborn oversees all investment model and signal delivery partnerships. He has been with NDR since 2004.

Brian chairs NDR’s index committee, consisting of NDR strategists, research analysts, and product specialists. The index committee reviews and approves new investment models as well as enhancements to existing models.

Brian’s team developed and maintains NDR’s stock selection service, which provides unique stock screening and portfolio analysis tools, in-depth actionable commentary (including themed baskets), and detailed stock information. Brian writes NDR’s stock selection publications, which provide insights into recent factor performance, emerging factor trends, and favorable factors for the macro environment.

Previously, Brian led NDR’s research applications team, which supported strategists’ research, delivered implementation ideas, maintained interactive tools, and established data feeds.

Before joining NDR, Brian was an assistant financial statement analyst and an assistant quantitative analyst for Vardon Capital Management, where he performed statistical testing and constructed quantitative models.

Brian received a master’s degree in statistics from Columbia University and a Bachelor of Science degree in mathematics and economics from Davidson College. Brian is a CFA charterholder and is a member of the CFA Institute.

Show Notes

• https://www.ndr.com/

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