We believe there is an imperfect understanding of where alpha comes from. Rather than trying to pick winners, investors should avoid the losers.
A proven team with 20+ years of successful partnership building modern, efficient, and dependable asset management firms.
Our portfolio solutions are designed to help you build your business and grow your client relationships.
Our custom indexes seek to achieve a singular goal – enhance all existing investment universes by removing the losers.
Use our SPACE to help avoid the losers inside your portfolio.
Partner with us to access our unique model solutions so you have more time to focus on building your practice and create wealth for your clients.
Expectation Risk Factor scores are being provided for illustrative purposes only and should not be construed as providing investment advice or as a recommendation to buy or sell any particular security. Expectation Risk Factor scores are hypothetical in nature, do not reflect actual investments results and are not guarantees of future results. Expectation Risk Factor scores measures the probability that, according to the Expectation Risk Factor algorithm, a company will deliver the growth necessary to support its stock price and are not alone a recommendation about how to invest. The Expectation Risk Factor is a risk that comes from humans interpreting vague or ambiguous information in a systematically incorrect way. We believe that the Expectation Risk Factor causes stocks to be mispriced. We measure how the Expectation Risk Factor affects stock prices to identify which stocks are over or under priced. We apply our methodology to over 5,300 stocks and global indexes to identify a risk that impacts stock prices and is caused by human behavior. Investments not included in SPACE and the ERF Library system may have characteristics similar or superior to those being analyzed. The accuracy of the Expectation Risk Factor is materially reliant on the integrity of the information utilized in the calculations, including any assumptions and or interpretations made by the user about the data. Data discrepancies, user assumptions, and data input by user can all contribute to differing outcomes. The underlying assumptions and processes presented herein are subject to change. Furthermore, any Expectation Risk Factor score referenced herein is a snapshot taken at a particular point in time and any analysis or information contained in such score is outdated and should not be relied upon as investment advice as such information may have materially changed since publication.
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The website you are accessing is created and maintained by another entity. We make no representation or warranty with respect to the information contained on the site or that it is appropriate in all jurisdictions or countries, or for use by all investors or counterparties. By providing this link, we are not providing you with investment advice or offering securities for sale to you.