About
Mission
Independent research at the intersection of deep fundamentals and macro structure. We build driver-based models on mispriced equities and publish thematic frameworks where policy, capital, and structural change create asymmetric opportunity.
Atlantic Walk Research is an independent equity research platform delivering deep fundamental analysis and conviction-driven ideas. Coverage emphasizes catalysts such as deep value, margin inflection, and special situations, unlocking mispriced value.
Glenn Rentrop — Founder & Managing Partner
Glenn is the founder of Atlantic Walk Research. His work spans special situations, macro and thematic investing, and capital flow analysis across a generalist coverage universe. He brings primary diligence and original financial modeling to each idea, with a focus on setups where the consensus is measurably wrong. His research is published on Seeking Alpha and SumZero.
