By combining insider data with company fundamental and valuation data along with price action criteria we are able to help our clients generate investment ideas for virtually any investment style. We specialize in quantitative research for momentum, value, and short seller investors.
Momentum InvestorsIt is common for an Insider to be early in his or her purchase. It can take months before the expected positive developments begin moving the stock upward. Many investors get caught in this purchase trap which leads them to dead money or losses in the short term. We aid investors in providing analysis that combines insider activity along with security price trends to identify momentum-oriented investment opportunities. Significant signals include:
Value InvestorsAcademic studies have concluded that insiders as a whole tend to be value investors, and any analysis of recent filings tends to reveal more value-oriented investments than any other type of investment. We assist our clients in providing the ability to measure price action, fundamentals, and equity valuation metrics to identify potential investment opportunities. Significant signals include:
Short Seller InvestorsAcademic studies have concluded that insiders should be in a better position to know if there is a disconnect between their company's current valuation versus their own earnings and sales forecasts. In other words, Insiders look to also capitalize when their company's stock valuation are "ahead of themselves". We combine insider data, price action criteria, and company fundamental data to assist our clients in identifying these potential short selling opportunities. Significant signals include: