Research from Atrium Research, Atrium Research Corporation

Atrium Research

Research from Atrium Research

Atrium Research Corporation

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis. 

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

Equity Bottom-Up

<ul>
<li>Due to decades of underinvestment, North American infrastructure has aged and deteriorated significantly to a point where governments are beginning to rapidly increase spending in the sector.</li>
<li>The declining stability of the electrical grid as well as electrification trends only exacerbate the issues at hand.</li>
<li>This report highlights five small-cap Canadian equities with torque to thematic trends in infrastructure spending. </li>
</ul>


Due to decades of underinvestment, North American infrastructure has aged and deteriorated significantly to a point where governments are beginning to rapidly increase spending in the sector.
The declining stability of the electrical grid as well as electrification trends only exacerbate the issues at hand.
This report highlights five small-cap Canadian equities with torque to thematic trends in infrastructure spending. 


Small-Caps with Torque to Infrastructure Spending

Canada

Quarterhill Inc. provides Internet based services. The Company offers connectivity of machines and sensors in a range of industrial activities such as advanced manufacturing, mining, industrial equipment repair, and oil and gas sectors. Quarterhill serves customers in Canada.

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