Our proprietary investment research seeks to identify investments demonstrating an ability to produce better returns relative to the risk needed to generate them. We call this efficiency. Our research calculates numerical factors using daily price changes for each security we analyze so they can be effectively compared to both similar and dissimilar investments. By using daily factors, the research can pick up on trends and shifts in market movements. These factors provide valuable insight as to which investments either remain in, removed from or added to portfolios.
Watch the video to learn more about our investment research process.