Simple Solutions to Complex Problems
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Providing a Simple and Effective Equity Solution to Our Subscriber Base
Investoristics, LLC represents over 25 years of experience studying the relationship between fundamentally sound stocks and those characteristics indicative of future performance. Investoristics is where sound fundamentals meet predictive metrics and statistics which results in Investoristics.
Market Insights
The Investoristics 10-Stock S&P 500 Strategy, The Real Alternative Investment
Introduction Many active equity strategies struggle to produce persistent outperformance relative to market benchmarks. Excessive diversification, inconsistent investment discipline, and behavioral biases often dilute the impact of high-conviction investment decisions. The Investoristics strategy was designed to address these challenges through a systematic, concentrated investment framework applied within the large-cap U.S. equity universe. The strategy invests…
Beyond the Index: The Case for Concentrated Factor Investing in Institutional Portfolios
For decades, foundations, endowments, and pension funds have operated under the shadow of “Benchmark Drift.” In the pursuit of safety through diversification, many institutional portfolios have devolved into “closet indexing”—owning hundreds of stocks to minimize tracking error, only to find they are paying active management fees for passive market returns. As we navigate the market…
The Concentrated Edge: Why More Isn’t Always Merrier in Your Portfolio
In the world of investing, there is a pervasive myth that “more is better.” We are taught from our first finance class that diversification is the only free lunch on Wall Street. Consequently, investors tend to feel a sense of security when their portfolio holds 30, 50, or even 100 individual stocks. But what if…
Current Challenges Facing Investors
Too many investors have strayed from the fundamentals when building investment portfolios which are typically fee-heavy and fail with regard to meeting desired performance goals. Many investors are not utilizing the best-performing investment strategies due to a lack of effective options.
Our Approach to Investing
Investoristics, LLC implements a model that exploits price inefficiencies in the market and identifies a select group of stocks that exhibit those characteristics that are indicative of future market outperformance.
Our proprietary ranking system picks stocks according to their overall potential for growth by selecting those stocks with the best combination of quality, value, and financial strength.
Investoristics, LLC operates under the assumption that a stock's price ultimately follows the underlying stock's earnings growth and expectations for future earnings growth. There are always a select group of stocks violating this principle, and holding a basket of stocks that violate this principle performs extremely well over time.
Our Approach to Investing
Investoristics, LLC implements a model that exploits price inefficiencies in the market and identifies a select group of stocks that exhibit those characteristics that are indicative of future market outperformance.
Our proprietary ranking system picks stocks according to their overall potential for growth by selecting those stocks with the best combination of quality, value, and financial strength.
Investoristics, LLC operates under the assumption that a stock's price ultimately follows the underlying stock's earnings growth and expectations for future earnings growth. There are always a select group of stocks violating this principle, and holding a basket of stocks that violate this principle performs extremely well over time.
Performance Expectations
Investoristics, LLC provides subscribers with a highly focused equity portfolio with consistent market-beating returns versus the S&P 500. Focused portfolios based on quality, value, and financial strength perform very well in all market cycles with significant outperformance against the S&P 500 while maintaining a lower risk profile.