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
Dashan Huang	Twin Momentum Investor	10	Monthly	20.5%	12.5%	8.0%
Partha Mohanram	P/B Growth Investor	10	Monthly	13.2%	6.5%	6.7%
Motley Fool	Small-Cap Growth Investor	10	Monthly	12.6%	7.2%	5.4%
Pim van Vliet	Multi-Factor Investor	10	Annual	17.6%	13.1%	4.5%
Martin Zweig	Growth Investor	20	Quarterly	11.4%	7.2%	4.2%
Patrick O'Shaughnessy	Millennial Investor	10	Quarterly	17.3%	13.1%	4.2%
Wayne Thorp	Earnings Revision Investor	10	Monthly	16.6%	12.5%	4.2%
Validea	Momentum Investor	10	Monthly	11.0%	7.2%	3.8%
Benjamin Graham	Value Investor	10	Annual	10.7%	7.2%	3.6%
Peter Lynch	P/E/Growth Investor	20	Monthly	10.6%	7.2%	3.5%
Wesley Gray	Quantitative Momentum Investor	20	Monthly	10.0%	6.7%	3.3%
Meb Faber	Shareholder Yield Investor	10	Quarterly	16.2%	13.1%	3.1%
Validea	Private Equity Investor	20	Monthly	15.5%	12.5%	3.0%
Kenneth Fisher	Price/Sales Investor	10	Monthly	9.8%	7.2%	2.6%
James O'Shaughnessy	Value Composite Investor	10	Monthly	14.7%	12.5%	2.2%
Warren Buffett	Patient Investor	10	Monthly	8.3%	6.9%	1.4%
James P. O'Shaughnessy	Growth/Value Investor	20	Monthly	8.5%	7.2%	1.3%
Joseph Piotroski	Book/Market Investor	20	Annual	6.0%	6.5%	-0.5%
John Neff	Low PE Investor	20	Quarterly	6.0%	6.7%	-0.7%
Tobias Carlisle	Acquirer's Multiple Investor	10	Monthly	11.6%	12.5%	-0.9%
Joel Greenblatt	Earnings Yield Investor	10	Quarterly	4.1%	6.5%	-2.4%
David Dreman	Contrarian Investor	10	Monthly	4.5%	7.2%	-2.7%

Price is What you Pay, Value is What you Get.

Here is What Our Users are Saying About Validea

Validea is an incredible valuable tool to have. I depend on it for much of my research to help weed out stocks for my portfolio designs. The filters used for stock selection are easy to use and comes with a detailed analysis as to the why each particular stock either passes or fails the test. The articles & blogs are a great wealth of knowledge too.

Eric J.
Financial Advisor

As a retail investor, I particularly value Validea’s top-notch research capability. With the deluge of investment commentary available via innumerable blogs, articles, FinTwits, white papers, podcasts, etc., the Validea team is one of my go-to sources to maintain some perspective on what's really happening.

Rolf D.

I am always checking my investment/trading ideas with Validea. I feel better knowing that any of the guru models they are following might also be on my side!

Urs K.

Find Your Edge With Validea's Quantitative Investing Tools

Guru Analysis

Analysis of 6000+ stocks using the proven strategies of investment legends like Warren Buffett, Benjamin Graham and Peter Lynch. See the details behind "why" some stocks look good and others don't through the guru methodologies.

See How Your Favorite Stocks Score

Model Portfolios

Twelve different model portfolios, each of which chooses stocks using one of our individual Guru Strategies. Two consensus-based portfolios that buy and sell stocks based on a blend of our individual Guru Strategies.

View Returns

Stock Screener

Screen for stocks that pass the strategies of investment legends such as Joel Greenblatt, John Neff and Martin Zweig. Combine multiple strategies together or add in fundamental filters to refine your result set. Excellent for idea generation.

Try It Out

Trend Following

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.

See How It Works

Trade Alerts

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.

View Historical Returns

Start Your Free Trial