Senior Managing Director
IT Hardware & Data Networking Analyst
ISI's IT Hardware & Data Networking Research Team is led by Brian Marshall, who has covered the technology industry from both a buy-side and sell-side capacity for 15 years. With “information overload”, a common issue amongst the technology-focused investment community, Brian focuses the team’s effort on key fundamental trends in order to “isolate the signal from the noise.”
The team’s main goal is to provide clients with profitable investment ideas driven by in-depth fundamental analysis coupled with “best-in-class” financial modeling. Brian’s research over the past several years has increasingly focused on the convergence theme within the technology landscape (dubbed the “Four-Legged Stool” analogy) with an emphasis on secular growers (“Secular Growth Pedestal”).
The IT Hardware & Data Networking Research Team is available for customized client projects, assists with corporate access and accepts conference calls and personal meetings.