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Proven Track Record

Backtested Strategies Trusted by Professionals

Magic Formula

Joel Greenblatt’s Magic Formula … showed 24% gains between 1988 and 2009.

~ InvestorsEdge

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Quality + Value

Companies with the highest financial productivity … outperformed the global equity market by an average of 500 basis points annually.

~ Louis Florentin Lee

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Low‑Volatility Value

Between January 1991 and June 2021, Low Volatility outperformed the S&P 500 with lower risk.

~ Fei Mei Chan & Craig J. Lazzara, CFA

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