Research Matters

The Fundametrics® research process is our proprietary research system, which ranks each strategy’s universe of stocks on fundamental factors without introducing human emotion or bias.

 “To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insight or inside information.  What’s needed is a sound intellectual framework for decisions and the ability to keep emotions from corroding that framework.”

 Warren Buffet

Our Philosophy

OUR PHILOSOPHY

Our Investment Process

OUR INVESTMENT PROCESS

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