Examines the representation of various companies in ETFs, introduces the concept of “orphan stocks,” which are poorly represented in ETFs, and discusses statistics related to the Russell 2000 Index and to Leveraged Equity ETFs. Stocks covered: Jefferies Group (JEF), Seabord Corporation (SEB), Aircastle Limited (AYR), Willis Lease Finance (WLFC).

Download: Contrarian Research Report Compendium December 2011