Principles

WhiteSand Research, LLC is one of the world's premier research firms and stands for quality, excellent research, highly efficient processes and outstanding results. The success of our company derives from the fact that we live common values and aspire to our shared objectives. The company principles are intended to contribute towards clarifying these values and objectives and to make them an integral part of the company. Only by acting with professionalism and integrity can we maintain our clients’ confidence and preserve our company’s reputation.

In the Community

WhiteSand Research, LLC is committed to helping our people assist our communities through financial support, volunteer endeavors and partnerships with nonprofit organizations worldwide. Our people bring to their community service the same qualities they bring to their professional work: excellence, commitment, innovation, energy, new ideas and an appreciation of both the big picture and the importance of the individual.

Diversity

As a minority-owned firm, WhiteSand Research, LLC is committed to creating and sustaining a diverse work environment.  At WhiteSand Research, LLC, we believe that business wins when everyone matters, and that the true strength of diversity is unleashed when each associate is encouraged to reach their full potential. To be the best firm we must have the best people, and the best people are drawn from the broadest pool of applicants. The people we hire can be found only by looking across the full spectrum of gender, ethnicity, national origin, sexual orientation, gender identity, religion, culture and level of physical ability. For our teams to excel, all members must feel that they are operating in an inclusive environment that welcomes and supports differences, and that encourages input from any and all perspectives. Our people have the right to expect a workplace in which the richness of their lives and experience is welcomed and valued by their team and by the firm. Experience has shown that by tapping the insights, talents and judgments of a diverse workforce we will best serve our clients’ interests.

Environment and Sustainability

At WhiteSand Research, LLC, we know that being an efficient and profitable business and being a good steward of the environment are goals that can work together. WhiteSand Research, LLC believes a healthy global environment supports the growth of economies and communities. As a firm, we depend on strong and sustainable economies and communities to conduct our business. As a result, we view environmental and social stewardship as one of our responsibilities, including proactively seeking solutions that enable our firm and our clients to minimize the risks associated with certain business activities. WhiteSand Research, LLC understands that our responsibility to be good stewards of the environment starts with minimizing the impact of our own operations. We have committed to reducing greenhouse gases and conserving energy use at our facilities.

Ethics & Compliance

WhiteSand Research, LLC represents that it, including its employees and agents, will conduct itself in accordance with all applicable laws, regulations and ethical standards.  It is against the policy of WhiteSand Research, LLC to use material non-public information, from any source, in any research products and/or services. If there is any doubt whether a particular report or piece of information might constitute or contain material non-public information, WhiteSand Research will not use it.  In the case that WhiteSand Research is exposed to or acquires confidential or proprietary information, it will hold such information in strict confidences, and, except as required by law, not to disclose such information to third parties, and to advise any of its employees who may be exposed to such proprietary and confidential information of their obligations to keep such information confidential.  

WhiteSand Research uses internal controls to protect information about prominent research reports, as well as public and private information, to prevent others from utilizing the advance knowledge. Research analysts may not communicate their intention to issue a material investment conclusion or the timing of a research report. No employee may use the knowledge of the material investment conclusions or the timing of a pending research report to take advantage of non-public information that could impact the price of the securities that are the subject of the report. Employees may not intentionally establish or change inventory positions ahead of pending research reports. Employees who receive material non-public information are prohibited from discussing or publishing such information.