150,000+ wealth managers, investment advisors, and retail investors trust us and our partners for insights on the Canadian market. Want to connect with them?
Let’s talk about sponsored coverageQuality research only matters if people can see it. We’ve built trust at scale by providing credible insights consistently, uniquely positioning us to tell your company’s story.
Owned & partner readership includes portfolio managers, investment advisors, and retail investors.
We’re a core part of our readers’ routine, resulting in open rates well above the industry average.
Our readers trust our work and are hungry for more information, driving very strong engagement.
Our coverage shows up across the four stages of information flow, ensuring we’re everywhere that retail investors are.
In-depth content delivered directly to the investors interested in your story.
For users of Bloomberg, AlphaSense, etc. that are doing work on the name.
Bite-sized insights for active investors to learn about the company.
Broader exposure to help investors discover your company’s story.
Full equity initiation
Complete with a detailed breakdown of the company, investment thesis, and financial estimates. Written by research professionals and designed to improve investor understanding.
Earnings & news coverage
Ongoing coverage of earnings results and material events to keep investors in the flow of information and highlight the company’s progress towards its long-term targets.
Virtual firesides
Informal video conversations designed to give company management an avenue to speak to retail investors, personalize themselves, and showcase their industry expertise.
Engagement reports
Quarterly, granular reports that measure the impact of Bullpen coverage. Made to be board ready, so leadership isn’t in the dark on the performance of your retail strategy.
Credibility & integrity
Our readership and engagement stats are strong because investors trust us and our partners. Without that trust, the effectiveness of our coverage diminishes - so we won’t do anything to jeopardize it.
No targets, no ratings
Whether a stock is an attractive investment varies from investor to investor. While we discuss valuation, there is a clear conflict of interest in issuing ratings and targets for paying clients.
Long-term oriented
We believe retail investors are disadvantaged in short-term trading and aim to be long-term partners for our clients. As such, we take a multi-year view in our research coverage.
Teach, don’t tell
By teaching investors how to look at your company through our coverage, they’ll be able to build conviction and make decisions independently - leading to a higher quality retail shareholder base.
We partner with reputable firms to help their clients stand out in the public markets.

LodeRock Advisors Inc.
LodeRock is Canada’s largest investor relations firm led by senior professionals from IR, equity research, institutional sales, and investment management. Visit their website.
Leverage our industry-leading reach and engagement to create retail investor awareness at scale.
Partner with us