Entities

Off Wall Street Consulting Group

Acronym
OWS
Entity Type
Founding Date
1990

Off Wall Street is an independent consulting, advisory, and stock research firm providing fundamental research and buy-and-sell recommendations to hedge funds and other professional money managers. The firm’s goal is to provide a wide range of clients with consulting services, and action oriented exceptionally through fundamental research at cost effective rates. OWS produces business model productivity analysis based strictly on its own findings, and delivers quality of earnings analysis, income statement, and balance sheet analysis. OWS’s research is based on public documents, conversations with industry contacts developed over many years, and extensive fieldwork.

  • Founded in 1990, Off Wall Street is a leading U.S. independent research provider of sell recommendations for investors, lawyers, corporations, individuals, educators, and others.

  • Off Wall Street’s portfolio of sell ideas has outperformed an S&P 500 index short every year but one since 1995.

  • Off Wall Street recommendations have made money about 75% of the time since 1993.

  • OWS reports quarterly performance in substantial detail, including absolute and relative performance of the OWS model portfolios and batting average.


Off Wall Street Consulting Group:

  • About 80% of the firm's recommendations are "sell" and the rest are "buy."

  • Research is based on business model analysis, income statement and balance sheet analysis, and extensive field Research.

  • Sectors covered include Technology, Health, Financials, Energy, Industrials, and Consumer.

  • About 25 new ideas are published annually. Each initiation report is around 20 pages long.

  • 30 to 40 updates are published each quarter for open positions. 

  • Average market capitalization at initiation over $5B. Shares are borrowable and tradable.