Payments/Financials

As the payments process has evolved over the years, so too has the need for in-depth analysis of the entire payments ecosystem, from banks to the rails and beyond.  Howard Mason covers the evolving “sector” from a company and macro level and views the landscape through a thematic, long-term investment horizon. We believe in allowing the bulge brackets to cover the quarterly reports and spend our intellectual horsepower on differentiated, deep-dive research.

Coverage: Howard Mason – Payments and Banks (V, AXP, MA, PYPL, FDC, BAC, C, WFC, JPM, GE)