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Search investment models
130
investment model(s)
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Manager name
Model name
Average subscriber return (90 Day)
90 day performance
365 day performance
Performance vs S&P 500
Risk score - Low to High
Risk score - High to Low
Subscription fee
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Eric Steiman
Undervalued Opportunities
See full details
Approach
fundamental
Asset Class
Equity
Cap Bias
Multi Cap
Geography
Global
Performance
57.4%
90 day
122.9%
365 days
Avg. Sub.
56.8%
90 day
Monthly vs S&P500
115.7%
12 months
5
1.5% fee
Cheng Yuan
Value with Catalyst
See full details
Approach
fundamental
Asset Class
Equity
Cap Bias
Multi Cap
Geography
US
Performance
26.0%
90 day
39.2%
365 days
Avg. Sub.
24.2%
90 day
Monthly vs S&P500
11.9%
12 months
4
1.5% fee
MCO Investments
Margin of Safety
See full details
Approach
fundamental
Asset Class
Equity
Cap Bias
Multi Cap
Geography
Global
Performance
20.7%
90 day
49.5%
365 days
Avg. Sub.
19.3%
90 day
Monthly vs S&P500
20.8%
12 months
4
0.5% fee
Leonard Fox
Crow Chaser
See full details
Approach
quantitative
Asset Class
Equity
Cap Bias
Multi Cap
Geography
US
Performance
18.9%
90 day
54.8%
365 days
Avg. Sub.
18.1%
90 day
Monthly vs S&P500
36.5%
12 months
5
2% fee
David Fried
High Yielding Buybacks
See full details
Approach
fundamental
Asset Class
Equity
Cap Bias
Multi Cap
Geography
Global
Performance
16.7%
90 day
47.5%
365 days
Avg. Sub.
15.8%
90 day
Monthly vs S&P500
21.9%
12 months
3
1.5% fee
Brian Skally
Absolute Returns
See full details
Approach
fundamental
Asset Class
Equity
Cap Bias
Multi Cap
Geography
Global
Performance
13.9%
90 day
78.0%
365 days
Avg. Sub.
13.0%
90 day
Monthly vs S&P500
56.2%
12 months
4
0.5% fee
Analytic Investment
Focus Value
See full details
Approach
quantitative
Asset Class
Equity
Cap Bias
Small Cap
Geography
US
Performance
13.5%
90 day
63.5%
365 days
Avg. Sub.
11.6%
90 day
Monthly vs S&P500
47.9%
12 months
4
2% fee
Analytic Investment
Focus Growth
See full details
Approach
quantitative
Asset Class
Equity
Cap Bias
Multi Cap
Geography
US
Performance
10.7%
90 day
34.1%
365 days
Avg. Sub.
10.1%
90 day
Monthly vs S&P500
13.8%
12 months
4
2% fee
Sreeni Meka
Long Term Value
See full details
Approach
fundamental
Asset Class
Equity
Cap Bias
Multi Cap
Geography
Global
Performance
10.2%
90 day
24.9%
365 days
Avg. Sub.
9.6%
90 day
Monthly vs S&P500
2.5%
12 months
4
0.5% fee
Patrick Larkin
All Cap Value
See full details
Approach
fundamental
Asset Class
Equity
Cap Bias
Multi Cap
Geography
US
Performance
9.8%
90 day
26.2%
365 days
Avg. Sub.
9.4%
90 day
Monthly vs S&P500
2.5%
12 months
3
0.5% fee
Sort by
Manager name
Model name
Average subscriber return (90 Day)
90 day performance
365 day performance
Performance vs S&P 500
Risk score - Low to High
Risk score - High to Low
Subscription fee
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