ISI International Strategy & Investment

Industrials

David Raso
David Raso

Senior Managing Director
Machinery Analyst
Head of Industrials Research
ISI’s Energy Research Team

L to R: Oliver Liao, David Raso, Jeff Morrison
Ronnie Hickey (sitting)

Coverage Universe

CAT

CMI

CNH

DE

ETN

IR


ITW

OSK

PH

TEX

TKR

URI

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.