Mill Street Research is an investment research firm that provides subscription-based research reports to institutional clients. Founded by Samuel Burns, the firm focuses on asset allocation, country allocation, sector and industry selection, and a global quantitative stock selection process. Mill Street Research relies on financial market data, macroeconomic data, company financial data, and aggregated earnings estimates, analyzing all information from publicly available sources using proprietary methodologies. The research covers U.S. and international equities, Exchange Traded Funds, and discusses fixed income and derivatives as general economic indicators. Mill Street Research operates strictly on a non-discretionary basis, meaning it does not manage client accounts, execute trades, or hold client assets. Instead, institutional clients subscribe to the firm's research to aid in their own investment decision-making.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.