SYSTEMATIC ANALYSIS AND DISCOVERY TEST
– Rigorous historical tests and facts finding across the years.
– Measure the actual alpha contribution of any fundamental, quantitative, trend parameters of your interest.
– Compare the results, explore any combination of rules and optimize the analysis.
– Discover the most profitable sequence of selection parameters.
– Document with objective historical data.
DISCRETIONARY MANAGEMENT
Pick the analysis that you like.
Integrate the intelligent information into your current process.
Enrich your decision process with additional smart insights.
Maximize your performance.
SYSTEMATIC MANAGEMENT
Check more boxes, refine the selection process and boost your returns.
Save time.
Document the investment process robustness with sound, historical evidence.
Execute with consistency and discipline.
The opportunity for better returns and lower risks.
Performance Dispersion facts – This was the dispersion in the S&P 500 universe in 2022 and 2023.
The ability to discriminate between winners and losers can have a big impact on returns. Investors who can maximize their portfolio exposure to stocks in the top 25% while limiting their positions across the bottom 25% can easily deliver superior returns in any market environment. Sound stock selection intelligence can exploit the dispersion and capture the outperformers, generating superior returns consistently.
The best-performing stocks tend to share strong fundamentals, the foundation of price increases, and validated positive trends, the factual confirmation of investors appreciation. While the worst performing display a combination of poor fundamentals and a negative price trend.
Performance dispersion opportunities selection guidelines to discriminate:
Top 25% Performers = Strong Fundamentals + Positive Trend.
Bottom 25% Performers = Poor Fundamentals + Negative Trend.
Below you find a few example strategies within the Trendrating system. Data as of September 30, 2024.
Contact us to gain free access to our platform. See the detailed selection rules and lists of stocks.
SUPERIOR RETURNS
Can be obtained by carefully combining selected parameters and by checking more quality boxes.
Gain an extra layer of intelligence by using the Trendrating solutions. Learn how our unique platform can give you an edge and join a community of hundreds of forefront active managers.
Advanced Technology To Build Winning Strategies
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Benchmark
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United Kingdom
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USA
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