Why Broughton Capital?
Areas of expertise
We have decades of experience providing insights to the management teams of transportation companies, both public and private, and the largest investors in those companies.
We have thousands of contacts throughout the transportation industry, at all levels of responsibility, that rely on our data and routinely share their insights with us.
We have decades of transportation industry data that are unrivaled in both breadth and depth, and several proprietary data feeds. This allows us the ability to provide dispassionate, deep data driven quantimental research with applicability to transportation companies specifically, industrials and the overall economy broadly.
Areas of expertise
We have developed econometric models and proprietary methods for:
- Predicting freight flows in each mode;
- Translating those freight flows into economic forecasts;
- Converting freight flows, marketplace data, and asset utilization metrics into earnings predictions for transportation companies.
This allows us to provide cost effective, precision research that has value for investors in transports and investors seeking a differentiated, data based way of predicting economic outcomes.
Our Core Values
We believe that the physical flow of goods provides one of the most accurate forecasts of economic activity. Our role is to determine what current data is trying to tell us.
We believe that those who have walked the plant floor intuitively understand what is happening long before those in the ivory towers of Wall Street do. They are our greatest resources.
To provide the broadest and deepest database of goods flow available in order to drive dispassionate investment decisions.
To use the factual data of transportation goods flow to help actively managed and quantimetrically managed money beat the performance of passively managed money. We are the Independent Variable in today’s investing.