Ned Davis Research
Philippe Mouls, CFA, currently works as a Research Analyst at Ned Davis Research. Prior to this, they held various positions at Morgan Stanley from August 2018 to March 2022, including Financial Advisor, Wealth Advisor Associate, and Client Service Associate. They also served as a Real Estate Intern at Kim Hill Real Estate from June 2015 to August 2017. Philippe was a Student Investment Committee Member at Wright State University Soin Trading Center from January 2017 to April 2017. They hold a Bachelor's degree in Accounting and Finance from Wright State University. Additionally, they completed a program at Hondros College of Business in July and August 2014.
Ned Davis Research
Founded in 1980, Ned Davis Research Group is an independent investment research firm with over 1,100 institutional clients in over three dozen countries. With a range of products and services utilizing a 360 degree methodology, we deliver award-winning solutions to the world's leading investment management companies. Our clients include professionals from global investment firms, banks, insurance companies, mutual funds, hedge funds, pension and endowment funds, and registered investment advisors. At Ned Davis Research, we believe that successful investing is grounded in having the right perspectives. Generating alpha requires identifying potential upside as well as possible pitfalls. To do this, you need a clear view of the whole investment picture. Actionable ideas meet balanced, strategic insights through our 360 degree research methodology. Our approach offers a more complete investment picture by combining both fundamental and technical research. Fundamentals tell us how markets should be acting while technical reveal how markets are acting. Truly insightful and timely ideas demand a balance between the two disciplines.