Senior Managing Director
Head of Industrials Research
L to R: Oliver Liao, David Raso, Jeff Morrison
Ronnie Hickey (sitting)
ISI’s Industrials Research Team, headed by David Raso, who is ISI’s Machinery Analyst, provides actionable investment ideas and proprietary research. David has been analyzing industrial companies since 1996, providing clients with an investment edge through bottom-up analysis, incorporating differentiated fieldwork and financial analysis.
The largest end markets analyzed include construction and farm equipment, on-highway trucks, industrial machine tools and related industrial components. Since much of the team’s work is global in nature, the work is relevant for US and international investors.