Our Team

Robert Larity, CMT, CFA

Founder & Chief Investment Officer

Daniela Evan

Partner & Chief Operating Officer

Jacob L. Shapiro

Partner & Director of Geopolitical Analysis

Sean Edelman

Partner & Analyst

Steve Denison, CAIA, CFA

Partner & Analyst

Tom Naughton, CFA

Partner & Analyst

Where we are

HEADQUARTERS  •  One Broadway, Cambridge, MA 02142

US FIELD OFFICE SOUTH  •  2100 W. Loop South, Houston, TX 77027

EMEA FIELD OFFICE  •  2 Rue du Fer À Moulin, 75005 - PARIS

US FIELD OFFICE WEST  •  3366 Via Lido, Newport Beach, CA 92663

HEADQUARTERS

210 Broadway,
Cambridge, MA 02139

 
• 


US FIELD OFFICE

2100 W. Loop South,
Houston, TX 77027


• 

EMEA FIELD OFFICE

2 Rue du Fer À Moulin,
75005 - PARIS




Feet on the ground - globally.

Geography matters. CI’s research team conducts on-the-ground field research. That means we visit stores and factories, and we interview contacts (including CI clients) with specific industry knowledge. This allows us to deeply understand the businesses we invest our clients in, and to identify key trends before anyone else.

  • Researching sneaker trends at Foot Locker. Nike's direct-to-consumer efforts posed a major challenge, to which FL had to respond.

    Goutte D'Or, Paris

    Winter 2019


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  • Visiting new home developments and speaking with sales reps during 2021 housing boom.

    Katy, TX 

    May 2021

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  • Interviewing street vendors about the new PIX payment protocol. Usage of PIX exploded, disrupting the payment processing business in Brazil. Most US-based investors had no idea.

    Belo Horizonte, Brazil

    Summer 2021

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  • Counting the container ships waiting to unload during the supply chain breakdown.

    Long Beach, CA 

    Autumn 2021

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  • Studying CVS's private label consumer rebranding strategy. CVS's transformation into a "health" company would later contribute to the company's turnaround.

    Boston, MA 

    Spring 2016

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  • Visiting MSC Cruise's new (under construction) passenger ship terminal. MSC's aggressive move into the Carribbean cruise market has disrupted existing cruise line competitors.

    Miami, FL 

    Autumn 2020

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