Our Factor-Based Models Have Substantially Outperformed the Market Since 2003

Validea Models

S&P 500

Guru Based on	Strategy Name	Number Of Stocks	Rebalancing	Annual Return	S&P 500	+/- S&P 500
Partha Mohanram	P/B Growth Investor	10	Tax Efficient	15.2%	6.6%	8.6%
Dashan Huang	Twin Momentum Investor	10	Monthly	19.7%	12.4%	7.3%
Motley Fool	Small-Cap Growth Investor	10	Monthly	12.4%	7.2%	5.1%
James O'Shaughnessy	Value Composite Investor	10	Tax Efficient	17.3%	12.4%	4.9%
Validea	Momentum Investor	20	Tax Efficient	11.1%	7.2%	3.9%
Patrick O'Shaughnessy	Millennial Investor	20	Monthly	16.1%	12.4%	3.7%
Pim van Vliet	Multi-Factor Investor	10	Annual	16.6%	13.0%	3.7%
Benjamin Graham	Value Investor	10	Annual	10.9%	7.2%	3.6%
Wayne Thorp	Earnings Revision Investor	10	Quarterly	16.2%	12.9%	3.3%
Martin Zweig	Growth Investor	20	Quarterly	10.5%	7.2%	3.2%
Peter Lynch	P/E/Growth Investor	20	Monthly	10.4%	7.2%	3.2%
Kenneth Fisher	Price/Sales Investor	10	Monthly	10.2%	7.2%	3.0%
John Neff	Low PE Investor	10	Tax Efficient	9.4%	6.7%	2.7%
Meb Faber	Shareholder Yield Investor	10	Quarterly	15.4%	12.9%	2.5%
Wesley Gray	Quantitative Momentum Investor	20	Monthly	9.0%	6.8%	2.2%
Validea	Private Equity Investor	20	Monthly	14.2%	12.4%	1.9%
James P. O'Shaughnessy	Growth/Value Investor	20	Tax Efficient	8.9%	7.2%	1.7%
Warren Buffett	Patient Investor	10	Monthly	8.0%	7.0%	1.0%
Joseph Piotroski	Book/Market Investor	20	Annual	5.6%	6.6%	-0.9%
David Dreman	Contrarian Investor	20	Tax Efficient	5.3%	7.2%	-1.9%
Joel Greenblatt	Earnings Yield Investor	10	Monthly	4.6%	6.6%	-2.0%
Tobias Carlisle	Acquirer's Multiple Investor	10	Monthly	9.5%	12.4%	-2.9%

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Analysis of 6000+ stocks using the proven strategies of investment legends like Warren Buffett, Benjamin Graham and Peter Lynch. See the details behind "why" some stocks look good and others don't through the guru methodologies.

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Twelve different model portfolios, each of which chooses stocks using one of our individual Guru Strategies. Two consensus-based portfolios that buy and sell stocks based on a blend of our individual Guru Strategies.

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Our trend following system covers over 45+ asset & investment classes and seeks to help limit losses during major market declines while maintaining a disciplined re-entry method when prices revert. Get alerted when the signals change between Buy and Sell.

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Our Trade Alerts offer a series of high conviction guru signals based on individual guru strategies or combinations of strategies that, on average, have historically led to market outperformance over one, three and six month time frames.

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