Invest Like Wall Street Legends

Analysis using 10+ guru models.

Since 2003, our guru strategies have outperformed the market by as much as 427.4%

Guru Based on Return
Motley Fool 577.9%
Peter Lynch 402.9%
Martin Zweig 393.9%
Kenneth Fisher 390.5%
Benjamin Graham 370.9%
James P. O'Shaughnessy 236.4%
Warren Buffett 170.3%
Joseph Piotroski 166.7%
John Neff 132.2%
David Dreman 122.8%
Joel Greenblatt 105.7%

Recent Articles by Validea Founder John Reese


John Reese Globe and Mail Articles
The Globe and Mail

Three Beaten-Down Stocks That Fit Warren Buffett's Patient Investor Style

If there's one thing that's hard to persuade investors to be, it's patient. The urge to chase the hot idea or the manager with the dazzling recent track record is incredibly powerful. The resolve to resist crowd mentality can falter when it seems as if everyone else is winning and you've been left behind. Imagine hiring a manager in 1997 and for the three year period to 2000, he clocks a gain of 65 per cent. That sounds pretty good, but remember: It was the roaring 1990s, and the technology-fuelled boom was all anyone could talk about. Dot-com after dot-com soared. During the same three year period, the Standard & Poor's 500 rose 107.6 per cent. That means your manager with the decent track record got beaten pretty handily and trailed the market by more than 40 per cent during this period.


John Reese Articles

3 'Orphan Stocks' to Consider Adopting

While it seems like the whole world is investing in stocks that trade in the major market indexes, sometimes winners can be found on the path less traveled. It's easy to see why investors are flocking to index-traded stocks. When a stock joins a major market index like the S&P 500, there is often celebration. It almost certainly means an immediate boost to the price and adds to the perception that the company has a promising outlook. Index stocks also benefit from a boost in liquidity. They immediately get bought up by all funds tracking the index and anyone who is trying to mimic it.


John Reese Forbes Articles

A Contrarian Investment Strategy Built For The Long Run

Newton's Laws of Motion describe the relationship between a body, the forces acting upon it, and its motion in response to those forces. The third of these laws states: For every action, there is an equal and opposite reaction. Granted, the laws of physics don't apply to investor behavior. But if they did, we'd have a universal mess on our hands. Investor behavior is firmly rooted in psychology, a notion that's evident in all the guru-inspired stock screening models I created for Validea. One of these gurus, however, dug into this field of study more than most others--David Dreman, author of both Psychology and the Stock Market (1977) and Contrarian Investment Strategies (1980). In fact, Dreman (who founded his own investment company) is on the board of directors of the Institute of Behavioral Finance, publisher of the esteemed Journal of Behavioral Finance.

Validea Hot List Newsletter


Validea Hot List

Go Back to School on your Investment Portfolio

Do you have a solid, go-to approach that is aligned with your risk profile and future goals? Are you sticking to that approach no matter what you hear on television or from friends and family? If not, these are questions that deserve your attention. Our latest newsletter gives you some ideas.


Validea Hot List

The Trigger is Not Your Friend

Both professional and individual investors often let emotions get the best of them. A better approach to investing is to arrive at decisions based on concrete metrics that point to strong underlying businesses likely to stand the test of time.


Validea Hot List

Lynch Strategy Not Just Buy What You Know

When Peter Lynch took over as manager of Fidelity's Magellan Fund in 1977, fund holdings totaled approximately $20 million. During his tenure from 1977 to 1990, it generated returns averaging 29.2% per year compared to the S&P 500's 15.8%, making Lynch something of a legend. When he retired in 1990, the fund had grown to $14 billion, a 700-fold increase. But how he did it may surprise many people.

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