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Platforms

Equity Analyzer

BCA Research’s Equity Analyzer combines a top-down and bottom-up approach, offering resources to identify and understand opportunities and risks at the individual stock level.

Tools to forge and implement your own views:

 

  • Easy to use online platform, updated daily, provides access to the 12,800+ stocks we cover across the MSCI developed countries
  • Short-form insights and special reports to provide context of the investment landscape, historical comparisons and new investment ideas
  • Backtest engine to test strategies based on the model scores
  • Flexible stock screener to find new opportunities, validate trade ideas and create custom filters
  • Dynamic heatmap chart to quickly weave through model features and find overlooked areas of the market


“In today’s markets, any serious equity investor must include quantitative analysis into their stock selection process – if not, they will rapidly fall behind the curve”

Peter Berezin Chief Global Strategist and Director of Research, 

Equity Analyzer

How we do it 

  • We comb through the vast amount of stock market anomaly research. We find the most robust factors, test them, and when appropriate, incorporate them into our model. We document our research efforts, and publish reports highlighting our findings
  • All stocks covered by our platform receive a ranking based on the quantitative factors we have selected
  • The weight each factor receives changes over time based on the investment cycle, thereby favoring factors that are likely to outperform
  • In addition to the quantitative data, we also leverage BCA Research’s macro expertise, and feed our qualitative macro calls back into the model

Challenge your investment conviction with insights from Equity Analyzer

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Competitive Advantage – The BCA Research Equity Score

The cornerstone of our platform tool is the BCA Research Equity Score. This score is calculated by a complex series of 30 factors that are fine-tuned by our in-house research team. The score has been designed to favor economically robust stocks, allowing you to thrive through a variety of economic conditions.


Equity Analyzer

David Boucher

Quantitative Strategist Equity Trading Strategy

David is currently BCA Research’s Strategist, Quantitative Research. Since joining the firm in 2011, David has served as an Associate Editor for the Geopolitical Strategy service, a Strategist for the U.S. Investment Strategy service, and most recently as the lead engineer behind BCA Research’s flagship quantitative service, MacroQuant, and factor-based stock picking model, Equity Analyzer. Prior to BCA Research, David worked as an economist with Ivanhoé Cambridge. David has also spent time at Health Canada as a policy analyst. He holds a Bachelor of Arts in Economics from the University of Ottawa and a Master of Science in Economics with a specialization in econometrics from the University of Montreal.

Equity Analyzer

Peter Berezin

Chief Global Strategist and Director of Research

Peter Berezin joined BCA Research in 2010 and is currently BCA’s Chief Global Strategist and Research Director. He runs the firm’s Global Investment Strategy service, BCA’s best-selling Strategy Service. Peter is also a member of BCA’s Research Executive Committee. He previously served as Managing Editor of The Bank Credit Analyst and helped to develop and launch BCA’s Equity Trading Strategy service. Peter focuses on analyzing global economic and financial market trends. Prior to BCA, Peter worked as a Senior Global Economist with Goldman Sachs. Peter began his career at the International Monetary Fund where he was involved in program negotiations and surveillance, before moving to the research department to help produce the IMF’s flagship report, the World Economic Outlook. Peter has a Bachelor of Arts in Economics from McMaster University, a Master of Science from the London School of Economics, and a PhD in Economics from the University of Toronto.

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