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Client Feedback

I've met with the lead analyst of DK Equities Research, Dan Kurz, once a year for the past four years to talk about investments. I've appreciated his straightforward, crisp, and analytical input and have watched his stock recommendations do well over the same time period. Commensurately, it wouldn't be a leap of faith for me to recommend him to potential clients as an independent and successful voice from Main Street.

Stephen Booke
Miami, Florida

I've been well served by DK Equities recommendations over the past five years. They have broadly outperformed the market as a group over the same time. What's unique about the research and related content is that besides superior long-term performance, it offers seasoned independent research input that is timely, consistent, and analytical. It truly is independent research for the thinking investor! Definitely worth a subscription in my view!

Brenda and I have thoroughly enjoyed our relationship with DK Equities and look forward to a future of successful investing with you and your firm.

George T. Anthony
Fisher Island, FL

We've had a long and beneficial relationship with Dan Kurz. He was a buy-side analyst for HSBC Guyerzeller Bank in Zurich for nearly a decade and continued to supply us with stock ideas as a US-based consultant thereafter. We look forward to receiving his franchise stock research in the future.

Martin Jetzer
Chief Investment Officer
HSBC Guyerzeller Bank AG
Zurich, Switzerland

 

I have known Dan Kurz for over 15 years and have followed his buy-side research during that entire period. He has shown consistency in terms of investment style, thorough due diligence and has sustained annualized outperformance with his proprietary stock research universe.

I'd like to particularly reflect upon a comment by Intel's financial director who told me that Dan was considered with Intel at that time, as the best informed European-based analyst on his company.

Furthermore I wish to underline the high value of Dan's independent research totally free of any other consideration besides a desire for honesty and accuracy.

I wish him the great success he very much deserves.

Patrice Chmielewski
Geneva, Switzerland

Having known Dan Kurz and his professional work for well over 10 years, I have learned to highly appreciate his independent opinion, his thorough analysis and his honest personality. Dan strives to profoundly understand the businesses and markets of the companies he recommends. If possible, he personally goes out "to kick the tires" of "his" companies. As a consequence, he has followed a relatively focused approach by understanding much about little instead of following the herd with understanding little about everything. His track record shows that he should do more of the same.

Markus Zuercher
Zurich, Switzerland
October 23rd, 2003