Empowering Investors
Investment Analysis & Research
for Active & Passive Investors
Are you a stock market investor looking to boost your returns?
The Knowledgeable Investor can help...
Common Questions
What does your active equity research focus on?
The Knowledgeable Investors focuses heavily on the concept of quantitative momentum to analyze and assess individual stocks. We believe strongly in momentum as concept that can lead to outperformance over a long period of time, based on decades of academic research and our own models.
What equity markets do you focus on?
Our research is centered on companies that make up the Russell 3000 Index. As such our research and modelling seeks to outperform the given index over an extended period of time.
What do I get as a member?
You receive all our equity models and regular updates that you are able to use in you own brokerage or investment accounts. You also have access to all research and information on a broad range of investment ideas via our regular newsletter.
What do your passive strategies focus on?
Our goal is to bring investors simple passive strategies that they can easily implement themselves. These strategies look to outperform returns available from both financial advisors and robo-advisors by saving investors fees and commissions, reducing tax and improving the timing of additional contributions.
Do you provide financial advice?
We are not financial advisors and as such we encourage all individuals to seek independent advice prior to using any of our research.
How do I access your research?
As a member you get access to a private members area that contains our model portfolios, educational information and articles, our additional research and regular updates on the progress of our models. Regular updates are provided through our newsletter.
Get started with us today
Start adding alpha to your portfolio
Monthly Membership
Private Consulting
Please Contact
- Customized Investment Solutions
- Suitable for HNW Investors
- Schedule a Conference Call