Marlowe Research delivers the analytical depth and independent insights that consistently outperform sell-side research from Goldman Sachs, Morgan Stanley, and JPMorgan.
Proven track record, elite team, and institutional validation
73% of our Buy recommendations outperformed sector benchmarks in 2024
Identified 5 of top 10 performing stocks in covered universe
Average alpha generation: 840 basis points vs. consensus
Former Goldman Sachs, Morgan Stanley, and Evercore analysts
Average 18 years of sector experience
PhDs, CFAs, and former C-suite executives
Trusted by top 20 hedge funds and asset allocators
Ranked #1 in Consumer, Healthcare, Technology (II 2024)
$2.5B+ in AUM managed by Marlowe Partners LP
Side-by-side comparison of what sets Marlowe Research apart from traditional sell-side firms
Dimension
Sell-Side (GS, MS, JPM)
Marlowe Research
Conflicts of Interest
Investment banking relationships
Zero - pure research
Report Depth
15-25 pages typical
40-80 pages standard
Primary Research
Limited management access
50+ expert interviews per report
Proprietary Models
Generic DCF, comps
7 proprietary frameworks
Update Frequency
Quarterly
Real-time + weekly deep dives
Client Access
Thousands of institutions
Maximum 50 clients
Analyst Time per Client
<1 hour/month
10+ hours/month
Our analysts spend 200+ hours on each initiation report. Sell-side analysts average 40 hours.
Seven proprietary models that deliver insights unavailable from traditional research
Track record of successful calls and superior performance
Market undervalues platform economics and AI integration potential
Dr. Sarah Chen, Former Goldman Sachs TMT
China exposure concerns overdone; AI capex cycle just beginning
Michael Torres, Former Morgan Stanley Semiconductors
Underappreciated innovation pipeline and international expansion opportunity
Dr. Jennifer Park, Former Evercore Healthcare
Our team averages 18 years of experience vs. 7 years at bulge bracket firms
Former: Goldman Sachs TMT Research (8 years), Google Strategy (3 years)
Education: PhD Computer Science (Stanford), MBA (Wharton)
Experience: 16 years
Recognition: #1 Ranked Software Analyst (II 2023, 2024)
Former: Morgan Stanley Semiconductors (10 years), Intel Corp (5 years)
Education: MS Electrical Engineering (MIT), MBA (Harvard)
Experience: 19 years
Recognition: #2 Ranked Semiconductor Analyst (II 2024)
Former: Evercore ISI Healthcare (9 years), McKinsey Healthcare Practice (4 years)
Education: MD (Johns Hopkins), MBA (Columbia)
Experience: 17 years
Recognition: #1 Ranked MedTech Analyst (II 2024)
We maintain strict client limits to ensure exceptional service quality
Hedge Funds
$500M+ AUM
Asset Managers
$1B+ AUM
Family Offices
$250M+ AUM
Pension Funds & Endowments
Qualified institutions
Submit Qualification Form
Institutional details and investment approach
Initial Review
48-hour response on eligibility
Discovery Call
30-minute discussion with Marlowe team
Sample Research Access
2-week trial with 3 full reports
Membership Decision
Mutual fit assessment and onboarding
Current Status
47 of 50 Client Slots Filled
Waitlist now active
Annual Membership: $250,000 - $500,000 based on AUM and coverage needs
Marlowe Research was founded in 2018 by former Goldman Sachs and McKinsey partners who recognized that institutional investors needed research that was deeper, more independent, and more actionable than traditional sell-side offerings.
Backed by Marlowe Partners LP, a $2.5B investment firm, we have the resources and independence to deliver research without the conflicts that compromise sell-side objectivity.
No Investment Banking Relationships
No Corporate Access Dependence
No Soft Dollar Arrangements
Complete Transparency
SEC Registered Investment Adviser
FINRA Member Firm
Full Compliance Infrastructure
Risk Management Framework
Marlowe Research LLC
915 Broadway, Floor 18, New York, NY 10010
Join 47 leading institutions who trust Marlowe Research for superior investment insights