BWG Strategy and OTR Global Rebrand as BWG Global

February 18, 2025
Cranford, NJ

BWG Strategy (“BWG”), a leading primary research platform for institutional investors and corporations, announced today that it has changed its name to BWG Global, effective immediately. This rebranding marks a significant milestone for BWG following its 2023 acquisition of OTR Global.

BWG Global offers a comprehensive suite of proprietary research products to investment professionals at leading hedge funds, mutual funds, long-only investment firms, family offices and corporations through a single delivery platform. On an annual basis, BWG Global creates more than 2,500 content pieces that enhance investment managers' research mosaic and decision-making. Built on more than 30 years of investment research experience, proven methodologies and deep domain expertise across various industry sectors and regions, BWG Global delivers unparalleled insights and value to its clients.

Jon Kurzner, CEO of BWG Global, said, “Today is an exciting milestone for our company as we take the next step forward. Our new name brings together familiar elements of the two established research brands into a single identity. It represents how we are known in the institutional investment community and among our extensive network of active industry contributors around the world, and of course it is the brand identity that powers our incredible team who work diligently to produce timely, high-quality research.”

He added: “We are one company and one team that is well positioned to offer a variety of research products and services. Some of our products are already familiar to many of our clients and will remain governed by their existing methodologies and grounded in the long-standing relationships with distinct, recurring industry contributors and sources. We are also dedicated to developing new products enabling us to synthesize more research findings and conclusions and to deliver incremental research in new ways to our clients.”

About BWG Global

BWG Global has set the industry standard as the premier provider of industry intelligence to more than 100,000 professionals across leading hedge funds, mutual funds, long-only investment firms, family offices and corporations. Supported by a robust compliance structure and anchored in proven research methodology, BWG Global identifies key market inflections and uncovers unique investable ideas. The firm offers products and services through a license subscription to its digital research library and live events, including Primary Intelligence Virtual Forums, Forum Synopses, Channel Intelligence Research Reports, Market Insight Survey Reports and Custom Research.

BWG Global pioneered an investigative, interview-based methodology providing channel research to the institutional investment community in the 1990s and then expanded its footprint internationally to conduct live, in-depth interviews in more than 20 countries in North and South America, Europe and Asia. In 2013, the company fundamentally changed how investment managers and corporations access real-time information through live forum events. BWG Global provides much-needed transparency by creating access to real-time information and data on sector, company and technology trends.

Visit www.bwgglobal.com for more information.

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