A front page article in Friday’s Wall Street Journal, titled “Investors Sour on Pro Stock Pickers,” revisits what is now becoming a familiar theme: investors continue to flock in droves to index funds and ETFs and away from traditional, actively managed mutual funds. To which we ask: why wouldn’t they? Index funds continue to outperform [...]Carlos Diez
We are proud to present you with our latest research explorations. In our pursuit of Growth at a Reasonable Price (GARP), MarketGrader takes a systematic bottom-up fundamental approach to analysis of companies and markets, globally.
Our family of MarketGrader indexes had a strong, across the board 2012, with nine out of 14 beating their benchmarks and all 14 improving on their excellent long-term performance. Ten of our indexes have now beaten their benchmark on a five-year annualized basis, while all 14 are ahead of their bogeys based on 10-year annualized results. This [...]Carlos Diez