Battle Road Research, an equity research company, provides an independent voice on stocks across four dynamic sectors: technology, healthcare, solar power, and education. We have developed a unique research process which blends the best of industry and securities analysis in an effort to help our clients seek out stocks to buy and stocks to avoid.

Founded in October 2001, Battle Road Research commemorates the 18-mile stretch between Concord and Boston where the War of Independence began. Battle Road’s beginnings were inspired by several trends enveloping the securities industry, including Reg. FD, the challenges posed by pro-forma financial reporting, and the inherent conflict between investment research and investment banking. Battle Road Research was among the first eleven members of the Investorside Research Association (www.Investorside.org), a trade group formed in July of 2002 that certifies its members have no investment banking conflicts.

Battle Road Research refrains from investment banking, company-paid reports, and personal investment in stocks within its research coverage—all of which we believe are at odds with our clients’ interests. At Battle Road Research, the mission embarked upon in 2001 remains the same: helping our clients seek out stocks to buy and stocks to avoid.

From its roots in providing research on software stocks, Battle Road has expanded its coverage in the last several years by adding internet services, postsecondary education, solar power, computer hardware, and healthcare, including medical devices and software.

Ben Z. Rose founded Battle Road Research in October of 2001, following 10 years as a sell-side securities analyst. Mr. Rose started the software research effort at Boston-based Tucker Anthony (now a division of RBC), in July of 1991. As a senior analyst at Adams, Harkness & Hill, Rose followed a wide variety of software and internet companies, and helped expand the firm’s reputation in the technology sector. At Battle Road, Rose oversees the company’s entire coverage while covering 12 software, internet, and hardware stocks. He holds a B.A. from George Washington University, and an MBA from the University of Michigan.

Battle Road Research was among the initial members of the Investorside Research Association, www.investorside.org, a trade group formed in July of 2002 that certifies its members have no investment banking conflicts.