A curated research service highlighting ERS’s highest-conviction opportunities, with particular focus on potential acquisition targets. Unlike the portfolio products, this list does not maintain a fixed number of holdings or allocate by percentage. Instead, it presents the most compelling opportunities identified by ERS’s senior analysts, typically characterized by substantial discounts to intrinsic value, strong business fundamentals, or strategic attributes attractive to acquirers. Several past recommendations have subsequently been acquired at significant premiums.
Updated opportunistically rather than on a fixed schedule. Intended for advisors seeking concentrated, research-intensive ideas.