The top firms in the world buy our research because it provides proprietary fundamental insights.
For example, The Journal of Financial Economics proves only our research overcomes the flaws in traditional data and research. This Ernst & Young paper shows our models are better than Bloomberg’s and S&P Capital IQ’s (SPGI).
Sources: New Constructs, LLC
Fundamentals need not be 100% of your process, but they should not be 0%.
If you rely on fundamentals at all, shouldn’t you be sure they meet these criteria?
- Comprehensive: all relevant publicly available (e.g. 10-Ks and 10-Qs) information has been diligently reviewed, including the footnotes and the Management’s Discussion & Analysis (MD&A).
- Un-conflicted: we deserve unbiased research.
- Transparent: we should be able to see how the analysis was performed and the data behind it.
- Relevant: there must be a tangible, quantifiable connection to stock, ETF or mutual fund performance.