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Search investment models
131
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
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Risk score - High to Low
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Oceanic Capital
Global Diversified Aggressive
See full details
Approach
fundamental
Asset Class
Multi Asset Class
Geography
Global
Performance
4.2%
90 day
13.9%
365 days
Avg. Sub.
3.9%
90 day
Monthly vs S&P500
-5.0%
12 months
3
1% fee
Jeremy Zhou
Biotech and Medtech
See full details
Approach
fundamental
Asset Class
Equity
Cap Bias
Small Cap
Geography
Global
Performance
4.3%
90 day
17.2%
365 days
Avg. Sub.
3.8%
90 day
Monthly vs S&P500
2.9%
12 months
3
2% fee
Island Light Capital
Income Portfolio
See full details
Approach
quantitative
Asset Class
Multi Asset Class
Geography
Global
Performance
2.8%
90 day
10.6%
365 days
Avg. Sub.
2.7%
90 day
Monthly vs S&P500
-6.7%
12 months
2
0.5% fee
401 Advisor
Dividend and Income Plus
See full details
Approach
fundamental
Asset Class
Multi Asset Class
Geography
US
Performance
2.9%
90 day
10.3%
365 days
Avg. Sub.
2.6%
90 day
Monthly vs S&P500
-10.0%
12 months
3
1.5% fee
John Gerard Lewis
Stable High Yield
See full details
Approach
fundamental
Asset Class
Multi Asset Class
Geography
US
Performance
2.9%
90 day
10.5%
365 days
Avg. Sub.
2.3%
90 day
Monthly vs S&P500
-2.8%
12 months
2
0.5% fee
Oceanic Capital
Global Diversified Moderate
See full details
Approach
fundamental
Asset Class
Multi Asset Class
Geography
Global
Performance
2.3%
90 day
10.6%
365 days
Avg. Sub.
2.0%
90 day
Monthly vs S&P500
-8.0%
12 months
2
1% fee
Island Light Harbor Series
Conservative
See full details
Approach
quantitative
Asset Class
Multi Asset Class
Geography
Global
Performance
1.8%
90 day
2.6%
S.I.
Avg. Sub.
1.6%
90 day
Monthly vs S&P500
-14.1%
S.I.
2
0.25% fee
Analytic Investment
Tactical Fixed Income
See full details
Approach
quantitative
Asset Class
Fixed Income
Geography
Global
Performance
1.6%
90 day
18.0%
365 days
Avg. Sub.
1.2%
90 day
Monthly vs S&P500
1.4%
12 months
2
0.5% fee
Robert Zingale
Volatility Mean Reversion
See full details
Approach
quantitative
Asset Class
Other Asset Class
Geography
US
Performance
0.9%
90 day
21.3%
365 days
Avg. Sub.
0.8%
90 day
Monthly vs S&P500
-5.6%
12 months
5
1% fee
System Research
Diversified Bond
See full details
Approach
quantitative
Asset Class
Fixed Income
Geography
US
Performance
1.2%
90 day
2.6%
365 days
Avg. Sub.
0.7%
90 day
Monthly vs S&P500
-9.7%
12 months
2
2% 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
Get page
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