Resource Center

Verbatim to Speak at Investorside Independents’ Day Conference

Maynard, Massachusetts, April 6, 2009 – Verbatim Advisory Group (, an independent research provider (IRP) that focuses on the research needs of the investment community, today announced the company will be speaking at the April 8th, 2009 Investorside Independents’ Day conference in New York City. Managing Partner John Strehle will present a case study on its coverage of restaurant chains, which will highlight to the investment community the importance of going beyond traditional channel checking. The company has also released a whitepaper offering institutional investors an in-depth look at channel investigations as the next generation of channel checking for investment research.

As the scrutiny of the financial markets continues, a growing number of Portfolio Managers and Analysts are turning to channel investigations to gather relevant channel research and insight without the risks and limitations of conventional expert-based and survey-based approaches. By employing the unique and accurate findings associated with channel investigations, Analysts can strengthen their assumptions, enrich their models, reduce the time they spend to get investable information, and enhance their investment performance.

Verbatim’s channel investigations of several of the nation’s leading restaurant chains is a prime example of its success. While some chains’ strong results have been a bright spot among their troubled peers, others have fared worse. Through sophisticated sampling and key interviews, Verbatim was able to uncover the critical factors influencing the performance of these organizations. The results provided accurate and investable conclusions investors could immediately use.

Verbatim has one of the most stringent compliance policies in place. As compliance with SEC and internal rules becomes increasingly important, Verbatim follows a strict code of ethics that avoids payment to respondents to participate in investigations. To view Verbatim’s compliance policy please visit:

“The financial markets are changing rapidly and the investment community needs the most accurate and up-to-date information to make critical investment decisions,” said John Strehle, Verbatim Advisory Group’s Managing Partner. “By providing independent investment research that goes beyond conventional channel checking, we are providing institutional investors with the information they need to be successful in today’s volatile market.”

About Verbatim Advisory Group, LLC
Verbatim is an independent research provider (IRP) that conducts proprietary in-depth interviews to drive clients' investment decisions. Striving to understand the relative strength of a company's or industry's business ahead of the market, Verbatim holds discussions worldwide with a company's middle management, competitors, suppliers, and business partners. This primary research spans business services, consumer products & services, retail, healthcare, industrials & energy, and technology media & telecommunications. See for more information or call 978.897.4400 or (London) 8700.428.200.


Verbatim Advisory Group, LLC
John Strehle, CFA, Managing Partner
Tel.: +1 978.450.0101

Darlene Hollywood Public Relations
Darlene Hollywood, Principal
Tel.: +1 781.837.2572