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Search investment models
131
investment model(s)
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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Eric Steiman
Undervalued Opportunities
See full details
Approach
fundamental
Asset Class
Equity
Cap Bias
Multi Cap
Geography
Global
Performance
50.0%
90 day
113.7%
365 days
Avg. Sub.
49.0%
90 day
Monthly vs S&P500
37.3%
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
23.6%
90 day
39.3%
365 days
Avg. Sub.
22.8%
90 day
Monthly vs S&P500
-2.8%
12 months
4
1.5% fee
Leonard Fox
Crow Chaser
See full details
Approach
quantitative
Asset Class
Equity
Cap Bias
Multi Cap
Geography
US
Performance
22.0%
90 day
61.7%
365 days
Avg. Sub.
21.2%
90 day
Monthly vs S&P500
28.3%
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
18.2%
90 day
47.9%
365 days
Avg. Sub.
17.3%
90 day
Monthly vs S&P500
19.1%
12 months
3
1.5% fee
Analytic Investment
Focus Value
See full details
Approach
quantitative
Asset Class
Equity
Cap Bias
Small Cap
Geography
US
Performance
18.4%
90 day
68.5%
365 days
Avg. Sub.
15.8%
90 day
Monthly vs S&P500
47.4%
12 months
4
2% fee
Analytic Investment
Focus Growth
See full details
Approach
quantitative
Asset Class
Equity
Cap Bias
Multi Cap
Geography
US
Performance
16.1%
90 day
36.9%
365 days
Avg. Sub.
15.4%
90 day
Monthly vs S&P500
4.6%
12 months
4
2% fee
Robert Freedland
Healthcare
See full details
Approach
fundamental
Asset Class
Equity
Cap Bias
Multi Cap
Geography
Global
Performance
13.9%
90 day
35.5%
365 days
Avg. Sub.
13.0%
90 day
Monthly vs S&P500
7.2%
12 months
3
1% fee
Stone Fox Capital
Net Payout Yields
See full details
Approach
fundamental
Asset Class
Equity
Cap Bias
Large Cap
Geography
Global
Performance
13.1%
90 day
35.4%
365 days
Avg. Sub.
12.2%
90 day
Monthly vs S&P500
7.8%
12 months
3
1% fee
Brian Skally
Absolute Returns
See full details
Approach
fundamental
Asset Class
Equity
Cap Bias
Multi Cap
Geography
Global
Performance
12.8%
90 day
73.5%
365 days
Avg. Sub.
11.6%
90 day
Monthly vs S&P500
42.8%
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
11.0%
90 day
28.8%
365 days
Avg. Sub.
10.7%
90 day
Monthly vs S&P500
-3.8%
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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