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Polestar is a value-driven,
independent, sell-side research
firm based in San Francisco,
California. Polestar recommends
equity investments to mutual
funds, other institutional investors,  and hedge funds.



The Polestar 7-Factor Model is the basis for our unique methodology in investment research methodology. Polestar focuses on companies that demonstrate some key characteristics:

  • Economic Moat
  • Profitability
  • Owner-Operations
  • Bright Prospects
  • Solid Foundation
  • Compelling
  • Valuation
  • Catalysts

7 Factor Model



Polestar Investment Research primarily concentrates on a ‘long-only’ strategy with long-term hold periods ranging from six months to two years, if not longer.

Polestar was founded in May 2005 by Raj Sharma who has 11 years of buy-side and sell-side experience at leading hedge funds/buyout funds and fundamental research firms. Mr. Sharma’s experience in equity research led him to a deep appreciation of the contrarian and value-driven approaches to equity research. Mr. Sharma and the team at Polestar Investment Research focus on giving his clients the highest quality of investment recommendations.
©2007 Polestar Investment Research LLC. All rights reserved.
Security Transactions through Samuels Chase & Co., Inc., registered broker-dealer, member NASD/SIPC;
Clearing Firm- JP Morgan Chase & Co., Inc.
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