Our reputation is based on outstanding results, thoroughness, integrity, and honesty.

Off Wall Street Consulting Group, Inc. is an independent research firm based in Harvard Square, Cambridge, MA, that provides fundamental research and buy and sell recommendations to professional money managers. Its mission is to provide clients with profitable, action oriented, and exceptionally thorough fundamental research at a cost effective price.

Off Wall Street seeks to identify stocks that have the potential to make significant percentage moves. When recommended for sale, these stocks often have relatively high valuations or deteriorating fundamentals, and are going to have negative earnings surprises. For example, Off Wall Street examines growth stocks to see what could go wrong fundamentally in the perceived business model. Off Wall Street also examines accounting problems to see if they indicate fundamental problems. When recommended for purchase, Off Wall Street seeks low risk, high return situations. These are often special situations, such as spin-offs, unloved stocks with good balance sheets and better than expected prospects, and turnaround situations. All research has a contrary bent.

Gutsy analysis and great performance are the hallmarks of … Off Wall Street Consulting Group BARRON’s read more

Recommendations are triggered when Off Wall Street thinks that actual financial results will create a change in investors' perception about the value of a stock. Off Wall Street's research explains in detail why this turn in events should happen. The focus is on changes in expectations and in perception. Earnings disappointments are often driven by business model issues, operational problems, and by balance sheet or other accounting adjustments. Earnings surprises are often driven by better than expected fundamentals.

Off Wall Street was founded in March of 1990. Off Wall Street has an extraordinary track record. Its recommendations have been right over 80% of the time since inception. The Off Wall Street's short portfolio has consistently outperformed an S&P 500 derivative short and an RTY derivative short by substantial amounts, and has rarely had a quarter in which it did not outperform its benchmarks. Off Wall Street has recently begun to offer its long recommendations as a separate carved-out product to long only funds. Results have also been excellent and have exceeded benchmarks. All results are documented in detail quarterly for clients.

Timely updates on recommendations are also an important part of Off Wall Street's service. Distribution is via secure encrypted e-mail and complete archives are available to clients at Off Wall Street's web site.

Off Wall Street typically employs six analysts. Mark Roberts is Director of Research, Principal and Founder. He earned a bachelor's degree with honors from Swarthmore College in 1967, a master's degree from the University of California at Berkeley, and completed Harvard Business School's Owner/President Management program. Prior to joining the securities industry as an analyst in 1985, Mr. Roberts was CEO of a metals service center with facilities in Massachusetts and Ohio, and was a consultant to a California-based, nationwide chain of computer software stores. From 1988-1990 he was employed as an analyst at Fidelity Investments.