What We Do?
We use historical data to drive our empirical research.
Our goal is to identify stocks that we believe offer better returns and lower risk over the long run.
We are not speculators.
You won’t find us claiming that we can tell you what the “next Amazon” is going to be.
We stick to the facts, use data and history to inform our views, and present the information in an impartial manner.
Research Offerings
Our services bring the best-of-breed quantamental themes and tools to your doorstep.
*Compatible with virtually any data analysis or display software
Newsletters:
- White Papers Monthly
- Quick Takes Monthly
- Charts for the Curious Weekly
Rankings & Lists Monthly:
- Large Cap Investing
- Mid Cap Investing
- Small Cap Investing
- Dividend Investing
- Low Volatility Investing
Dedicated Tool Kits:
- Short Sellers
- Management Integrity
- Single Company Heat Map
- Earnings Manipulators
Equity Duration
White Papers
A monthly, deep dive, and rigorous piece identifying:
Extraordinary Value Spreads, Mispriced Quality, and Behavioral Errors
Quick Takes
A weekly, wide ranging, and informal note based on discussions and readings.
Charts for the Curious
A weekly chart with thoughtful bullets that we hope create insightful dialogue.
Who We Serve?
Investment Managers
Consultants
Hedge Funds
Family Offices
Endowments & Charities
Registered Investment Advisors
Pension Funds
Sovereign Wealth Funds
Some Of Our White Papers
Dive Deeper Into Our Written Work
Public Citations
We are grateful for our valued partners
