Sector Research
Coverage teams, not commentary
Seven teams cover their universe continuously. Each is led by a Sector Head who owns thesis quality and decides what is ready to publish.
01
Healthcare
Aarush Shah
Biotech, medical devices, diagnostics, and healthcare services.
02
Industrials
Aryan Bhatt
Aerospace, machinery, logistics, and transportation infrastructure.
03
Financials
Igor Borysov
Banks, insurance, capital markets, and financial services.
04
Real Estate
Nishaad Iyer
REITs, homebuilders, property services, and commercial leasing.
05
Consumer Staples
Sandhya Shankar
Household products, food and beverage, and staple retail channels.
06
AI & Emerging Tech
Arun Subramanian
Machine learning platforms, robotics, infrastructure, and frontier technology.
07
Information Technology
Saketh Dintakurti
Software, semiconductors, cloud services, and enterprise hardware.