Research-Backed Investment Strategy
Our powerful, data-driven approach is validated by rigorous academic research, demonstrating how our methodology consistently outperforms traditional investment strategies.
The Power of Our Approach
Our investment methodology combines multiple research-validated strategies to deliver exceptional results.
Quality Factor
Selecting financially strong stocks significantly increases returns while reducing downside risk.
Robo-Analyst Advantage
Research shows that AI-powered analysis outperforms human analysts by eliminating bias and processing vast amounts of data consistently.
Integrated Analysis
Combining technical, fundamental, and valuation analysis doubles returns compared to single-factor approaches.
Value & Momentum Synergy
The negative correlation between value and momentum strategies creates a more efficient portfolio with higher Sharpe ratios and nearly doubled monthly returns.
When combined, these research-backed approaches can potentially deliver 6% higher annual returns for investors with $1M+ portfolios, resulting in $338,226 of additional value over a 5-year period based on peer-reviewed studies.
Proven by Academic Research
Peer-reviewed studies confirm that our approach delivers exceptional results, with potential outperformance of 6% annually.
Human Versus Machine: A Comparison of Robo-Analyst and Traditional Research Analyst Investment Recommendations
Braiden Coleman, Kenneth J. Merkley, Joseph Pacelli
Portfolios built on Robo-Analyst buy recommendations generate 4-5% higher annual returns compared to human analysts
When Buffett Meets Bollinger: An Integrated Approach to Fundamental and Technical Analysis
Zhaobo Zhu and Licheng Sun
Integrated approach combining fundamental and technical analysis nearly doubles monthly returns from approximately 1% to about 2%
Value and Momentum Everywhere
Clifford S. Asness, Tobias J. Moskowitz, Lasse Heje Pedersen
Value and momentum combination strategies deliver significantly higher Sharpe ratios (1.4+) and nearly double monthly returns compared to either strategy alone
Value Investing: The Use of Historical Financial Statement Information to Separate Winners from Losers
Joseph D. Piotroski
Filtering high book-to-market stocks for financial strength (using the F-Score) increases annual returns by 7.5% and a long-short strategy yields 23% annual returns
Identifying Expectation Errors in Value/Glamour Strategies: A Fundamental Analysis Approach
Joseph D. Piotroski and Eric C. So
Value/glamour return differentials are concentrated in stocks where market expectations are incongruent with fundamental strength, confirming mispricing rather than risk compensation
Do Stock Prices Fully Reflect Information in Accruals and Cash Flows about Future Earnings?
Richard G. Sloan
Firms with high accruals experience negative future returns while firms with strong cash flows experience positive returns, creating a profitable trading strategy
Fundamental Strength and Short-Term Return Reversal
Zhaobo Zhu, Licheng Sun, and Min Chen
A strategy going long on past losers with strong fundamentals and short on past winners with weak fundamentals earns 1.82% monthly, nearly 4x the return of standard reversal strategies
Psychology-based Models of Asset Prices and Trading Volume
Nicholas Barberis
Behavioral finance models based on extrapolation, overconfidence, and prospect theory can explain a wide range of market phenomena that traditional models cannot
Earnings and Price Momentum
Tarun Chordia and Lakshmanan Shivakumar
Earnings momentum subsumes price momentum, with the systematic component of earnings surprises explaining future returns and forecasting macroeconomic conditions
Profitability, Investment, and Average Returns
Eugene F. Fama and Kenneth R. French
Expected stock returns are determined by three key factors: book-to-market ratio, profitability, and investment, with higher book-to-market and profitability predicting higher returns while higher investment predicts lower returns
A Five-Factor Asset Pricing Model
Eugene F. Fama and Kenneth R. French
A five-factor model that adds profitability and investment factors to the three-factor model explains more of the variation in average returns, with the value factor becoming redundant
Fundamental and Technical Analysis: Substitutes or Compliments?
Jenni L. Bettman, Stephen J. Sault, Emma L. Welch
Models integrating both fundamental and technical analysis have superior explanatory power compared to models using either approach in isolation
Technical, Fundamental, and Combined Information for Separating Winners from Losers
Hong-Yi Chen, Cheng-Few Lee, Wei K. Shih
Combined investment strategies incorporating both technical and fundamental analysis generate significantly higher returns than momentum strategies based on technical analysis alone
Beyond Performance: The Financial Education Role of Robo-Advising
Rubin Hao, Conghui Hu, Yixuan Wang, Xin Xu, Yu Zhang
Robo-advising not only improves investment performance but also has a positive educational effect, reducing behavioral biases in investors' self-directed accounts
Judge Me on My Losers: Do Robo-Advisors Outperform Human Investors during the COVID-19 Financial Market Crash?
Chewei Liu, Mochen Yang, Ming-Hui Wen
Robo-advisor users experienced significantly fewer losses during the COVID-19 market downturn, with a 12.67% daily performance advantage over non-robo investors
Integrating Creditworthiness and Indebtedness into Portfolio Optimization: A Novel Framework for Personalized Investment Strategies
Sebastian Anetey Shamo
A dynamic portfolio optimization framework integrates individual financial health metrics, such as credit scores and debt-to-income (DTI) ratios, into the investment decision-making process.
Analyzing the Impact of Analytical Paralysis on Investors' Decisions in the Tehran Stock Exchange
Masoud Taherinia, Majid Mohammadi, Behdin Bahramian
Analytical paralysis caused by political, economic, social, and cultural factors negatively impacts investors' short-term decision-making but has no significant effect on long-term decisions
The Value of Research-Backed Investing
Our research-backed approach can potentially deliver 6% higher annual returns. See what this could mean for your portfolio:
Investment Performance Calculator
For a $1,000,000 Portfolio
How We Deliver These Results:
- Quality Factor Analysis
7.5%+ annual return improvement through quality-focused metrics that identify companies with sustainable competitive advantages and strong economic moats
- Robo-Analyst Technology
4-5% higher returns through AI-powered analysis of financial statements, including footnotes and MD&A sections often overlooked by traditional analysts
- Integrated Analysis
2x returns by combining fundamental, technical, and sentiment indicators for comprehensive stock evaluation
- Value & Momentum Synergy
Sharpe ratios of 1.4+ through balanced approach to value and momentum strategies that captures the benefits of both while minimizing drawdowns