Hedgeye Industrials Analyst

JAY VAN SCIVER

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INDUSTRIALS ANALYST JAY VAN SCIVER

Industrials Pro is powered by Industrials analyst Jay Van Sciver. Prior to joining Hedgeye Risk Management, Jay was a Managing Director at LaBranche and partner at Bishop & Carroll Capital Management, a long/short fund. Jay was also an Industrials and Materials sector analyst at Brown Brothers Harriman. Jay earned a Bachelor’s of Science degree in Chemistry from Yale University and is a CFA Charterholder.

ABOUT

JAY VAN SCIVER

SECTOR HEAD SPOTLIGHT

FEATURING JAY VAN SCIVER

 

What's Inside

RETAIL PRO

Retail Pro combines historical context, insight on industry cycles and forces, unique stock ideas, non-consensus data analysis, and analyst commentary – enabling investors to professionally manage their consumer exposure across varying economic climates. Retail Pro helps you build informed, longer-term exposure within consumer equities enabling investors to professionally manage risk.

 HEDGEYE RETAIL POSITION MONITOR

Updates on our favorite Retail long and short ideas from veteran analyst Brian McGough.

✓ INSTITUTIONAL GRADE RESEARCH NOTES

In-depth, fundamental research notes discussing the key takeaways from the earnings releases. 

 CRITICAL RETAIL WEEKLY CALLOUTS

Weekly analysis of the most notable changes and timely insights throughout the Retail ecosystem.

✓ BEST IDEA ROUNDUPS

A growing library of concise videos dissecting our Retail team’s best stock ideas.

Industrials Analyst

Jay Van Sciver

Industrials Pro is powered by Industrials analyst Jay Van Sciver. Prior to joining Hedgeye Risk Management, Jay was a Managing Director at LaBranche and partner at Bishop & Carroll Capital Management, a long/short fund. Jay was also an Industrials and Materials sector analyst at Brown Brothers Harriman. Jay earned a Bachelor’s of Science degree in Chemistry from Yale University and is a CFA Charterholder.

ABOUT

Jay Van Sciver

SECTOR HEAD SPOTLIGHT FEATURING 

JAY VAN SCIVER 

SECTOR HEAD SPOTLIGHT 

What's Inside

RETAIL PRO

Retail Pro combines historical context, insight on industry cycles and forces, unique stock ideas, non-consensus data analysis, and analyst commentary – enabling investors to professionally manage their consumer exposure across varying economic climates. Retail Pro helps you build informed, longer-term exposure within consumer equities enabling investors to professionally manage risk.

 HEDGEYE RETAIL POSITION MONITOR

Updates on our favorite Retail long and short ideas from veteran analyst Brian McGough.

✓ INSTITUTIONAL GRADE RESEARCH NOTES

In-depth, fundamental research notes discussing the key takeaways from the earnings releases. Plus a growing library of HedgeyeTV research calls.

 CRITICAL RETAIL WEEKLY CALLOUTS

Weekly analysis of the most notable changes and timely insights throughout the Retail ecosystem.

✓ BEST IDEA ROUNDUPS

A growing library of concise videos dissecting our Retail team’s best stock ideas, providing the key conclusions from our deep-dive Retail presentations

© 2023 Hedgeye Risk Management LLC. The information contained herein is the property of Hedgeye, which reserves all rights thereto. Redistribution of any part of this information is prohibited without the express written consent of Hedgeye. Hedgeye is not responsible for any errors in or omissions to this information, or for any consequences that may result from the use of this information.

What's Inside

RETAIL PRO

Retail Pro combines historical context, insight on industry cycles and forces, unique stock ideas, non-consensus data analysis, and analyst commentary – enabling investors to professionally manage their consumer exposure across varying economic climates. Retail Pro helps you build informed, longer-term exposure within consumer equities enabling investors to professionally manage risk.

 HEDGEYE RETAIL POSITION MONITOR

Updates on our favorite Retail long and short ideas from veteran analyst Brian McGough.

✓ INSTITUTIONAL GRADE RESEARCH NOTES

In-depth, fundamental research notes discussing the key takeaways from the earnings releases.

 CRITICAL RETAIL WEEKLY CALLOUTS

Weekly analysis of the most notable changes and timely insights throughout the Retail ecosystem.

✓ BEST IDEA ROUNDUPS

A growing library of concise videos dissecting our Retail team’s best stock ideas

New Webcast: 2Q23 Industrials Themes Mid-Quarter Update | Checking The Altitude

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INDUSTRIALS INSTITUTIONAL

Get access to veteran Industrials analyst Jay Van Sciver and analyst David Talbott’s deep dive long and short ideas across Airlines, Building & Construction Products, Conglomerates, Consulting Services, Counter-Cyclicals, Freight Forwarders, Heavy Construction Machinery, Industrial Distributors, Railroads, and Auto Manufacturers. Our Industrials team provides Institutional Investors with 60-minute Black Book webcasts on specific long-short stock ideas and, throughout the week, timely and topical research updates on specific stock calls. 

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INDUSTRIALS PRO

Professionally risk-manage and invest across multiple Industrials sub-sectors with leading research and investable insight from Hedgeye’s Industrials analyst team.

Coverage includes Alternative Energy, Automation, Airlines, Logistics Providers, Electric Vehicles/Autos, Advance Manufacturing Technologies, Building Products, Commercial & Business Services, Trucks/Trucking, Industrial Machinery, and Railroads.

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INDUSTRIALS | SHOW

Professionally risk-manage and invest across multiple Industrials sub-sectors with leading research and investable insight from Hedgeye’s Industrials analyst team.

Coverage includes Alternative Energy, Automation, Airlines, Logistics Providers, Electric Vehicles/Autos, Advance Manufacturing Technologies, Building Products, Commercial & Business Services, Trucks/Trucking, Industrial Machinery, and Railroads.

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