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bofa global research
It's not just research. It's results.
Meet some of our industry-leading analysts. We respectfully ask for your support in recognizing them and other BofA analysts in the Institutional Investor All-America Research Survey.
Small & Mid Cap Enterprise Software
Koji Ikeda covers SMID enterprise software, which includes front- and back-office applications, as well as infrastructure and vertical software. Koji is known for primers and white papers on complex software categories, survey-driven research reports, thorough models with detailed revenue drivers, and deep dives into SMID cap enterprise software stocks.
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Early champion of the emerging DevSecOps and Product Led Growth software categories, building mindshare with primers and surveys.
Large Cap Enterprise Software
Brad Sills covers server and enterprise software. Brad is known for leveraging an extensive network of software channel partners to identify key demand trends and for managing detailed bottom-up models and deep valuation work. Sills was II ranked for SMID software in 2020.
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Created proprietary 4M framework (Market opportunity, Moat, Margin and Management) to spot industry winners.
U.S. Retailing – Broadlines & Hardlines
Liz Suzuki covers retailers and service providers in the auto aftermarket, home improvement, furnishings and specialty categories. Liz is known for data-driven research, collaboration across sectors and assets, and deep dives into under-covered small-cap stocks. Prior to leading the Hardlines team, she spent 10 years on the U.S. Autos research team with John Murphy, starting in 2007.
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First published the RENO Barometer, a proprietary indicator of home improvement retail demand, in 2018.
Metals & Mining
Lawson Winder covers North American precious metals, base metals and steel, as well as the global uranium and rare earth sectors. Lawson publishes North American Precious Metals Weekly, backed by a comprehensive database of historical transactions. His recent U.S. Steel launch included a must-read deep dive on the industry.
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Launched BofA’s Global Uranium periodic report in 2019 and has since been a leading uranium sector voice on Wall Street.