| Dowling & Partners Securities, LLC (Member FINRA) is a Connecticut-based equity research "boutique" that specializes in the analysis of the insurance industry. Founded in 1990, our research is weighted toward the larger publicly traded insurers, reinsurers and intermediaries. We pay particular attention to balance sheet strength and areas of sustained competitive advantage, making extensive use of the statutory books filed with state insurance departments. Our research efforts include:
(1) Property/Casualty Insurance Equity Research
(2) Life Insurance Equity Research
(3) Health Equity Research
(1) Property/Casualty Insurance Equity Research:
We believe our 9 member team makes us the largest group focused on Property Casualty (P/C) Insurance Equity research. Over the years our P/C team has consistently been top ranked in many of the relevant surveys including Greenwich (currently #1), Reuters and Institutional Investor ("Best of the Boutiques"). Property casualty research products include:
(1) The IBNR Weekly - a well-regarded weekly newsletter;
(2) Quarterly Earnings Reports;
(3) Quarterly Model Books;
(4) Loss Reserve Analysis;
(5) Arranging management visits/conference calls;
(6) New analyst "training" sessions in our office; and
(7) Sales coverage on industry and company specific trends.
(2) Life Insurance Equity Research: In 2004 our Life team was named #2 "Best of the Boutiques" by Institutional Investor.
(3) Health Equity Research: Our Health team is headed by seasoned insurance analyst, Paul Goulekas. Our 3 member research team currently has official coverage on 15 HMOs. Paul has 10 years experience as a senior analyst and 14 years of industry experience, including the positions of treasurer, controller, and portfolio manager in both the life and health industries. Paul consistently ranked at the top of the Institutional Investor Regional Boutique ranking for both the life insurance and managed care industries and has been a Wall Street Journal All-Star analyst. Paul and his team currently have the #1 ranking for "Best of the Boutiques" by Institutional Investor.
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