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	15.3%	6.2%	9.1%
Dashan Huang	Twin Momentum Investor	10	Monthly	20.0%	12.0%	8.0%
Motley Fool	Small-Cap Growth Investor	10	Monthly	12.6%	6.9%	5.7%
James O'Shaughnessy	Value Composite Investor	10	Tax Efficient	17.1%	12.0%	5.1%
Pim van Vliet	Multi-Factor Investor	10	Annual	17.1%	12.6%	4.5%
Validea	Momentum Investor	20	Tax Efficient	11.3%	7.0%	4.3%
Wayne Thorp	Earnings Revision Investor	10	Monthly	16.3%	12.0%	4.3%
Patrick O'Shaughnessy	Millennial Investor	10	Monthly	16.0%	12.0%	4.0%
Wesley Gray	Quantitative Momentum Investor	20	Monthly	10.3%	6.4%	3.8%
Martin Zweig	Growth Investor	20	Quarterly	10.1%	6.9%	3.2%
Benjamin Graham	Value Investor	10	Annual	10.1%	6.9%	3.2%
Peter Lynch	P/E/Growth Investor	20	Monthly	9.8%	6.9%	2.9%
John Neff	Low PE Investor	10	Tax Efficient	8.8%	6.4%	2.4%
Kenneth Fisher	Price/Sales Investor	10	Monthly	9.3%	6.9%	2.4%
Meb Faber	Shareholder Yield Investor	10	Monthly	14.2%	12.0%	2.2%
Validea	Private Equity Investor	20	Monthly	13.6%	12.0%	1.5%
Warren Buffett	Patient Investor	10	Monthly	7.9%	6.7%	1.3%
James P. O'Shaughnessy	Growth/Value Investor	20	Tax Efficient	8.2%	7.0%	1.2%
Joseph Piotroski	Book/Market Investor	20	Annual	5.1%	6.2%	-1.1%
Tobias Carlisle	Acquirer's Multiple Investor	10	Monthly	9.9%	12.0%	-2.1%
David Dreman	Contrarian Investor	20	Tax Efficient	4.7%	7.0%	-2.3%
Joel Greenblatt	Earnings Yield Investor	20	Tax Efficient	3.5%	6.3%	-2.8%

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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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