Insights
Deep dives into factor investing, quantitative methods, and the small-cap opportunity.
Net-Net Stocks: Benjamin Graham's Deep Value Strategy and How to Screen for Them
Benjamin Graham's net-net strategy — buying stocks below their net current asset value — remains one of the most thoroughly documented anomalies in finance. Here's how it works and how to find these stocks today.
Why Your Broker Makes or Breaks a Small-Cap Strategy
A multi-factor strategy spanning Europe, the US, and Canada is only as good as your ability to execute it. Here's why broker choice is not a detail — it's a prerequisite.
Why Small & Micro-Caps Outperform with Multi-Factor Strategies
The small-cap premium is real — but capturing it requires more than just buying small stocks. Here's why combining multiple factors is the right approach.
The Piotroski F-Score: A Simple Quality Filter That Works
Stanford professor Joseph Piotroski's nine-point scoring system has beaten the market for decades. Here's how it works and why it's a cornerstone of our strategy.
The Momentum and Low-Volatility Premiums: Evidence and Intuition
Two of the most counterintuitive and well-documented anomalies in finance — and how we combine them in a single strategy.