Simple Solutions to Complex Problems
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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
Unlocking Superior Returns with Investoristics’ 30-Stock S&P 500 Strategy
In the world of investment, consistent outperformance with controlled risk is the holy grail. Investoristics’ 30-Stock Strategy, meticulously designed and rigorously backtested over 24 years, presents an exceptional opportunity for institutional investors, family offices, and high-net-worth individuals seeking market-beating returns while minimizing drawdowns. By carefully selecting 30 stocks from the S&P 500 using a refined…
Defending the Reliability of Investoristics’ 4-Factor Model Backtest
Introduction At Investoristics, we recognize that backtesting is often met with skepticism, particularly when results indicate significant outperformance over historical periods. Critics argue that backtests are prone to overfitting, survivorship bias, and unrealistic assumptions. However, not all backtests are created equal. The rigor and methodology behind a strategy significantly influence how well it translates into…
Unlocking Consistent Outperformance: Who Can Benefit Most from a Proven 4-Factor Investment Strategy?
Introduction Investors today face a fundamental challenge: how to achieve consistent, high returns while effectively managing risk. Many active strategies struggle to outperform passive benchmarks over time, and market volatility makes traditional approaches prone to deep drawdowns. However, a well-constructed quantitative model can offer an edge by systematically selecting stocks that balance value, growth, momentum,…
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.