How do I know this methodology works?

– Professors Cremers and Pareek provided a back test for the period 1990 to 2013 in their paper titled “Patient Capital Outperformance: The Investment Skill of High Active Share Managers Who Trade Infrequently”. See the Academic Resources page on this website to see a summary of their results and a link to the actual paper.

Does your newsletter have a track record using this strategy?

– There are no documented track records for actual investors or past newsletters because this is very recent research . (As mentioned above the strategy was shown to produce excess returns in historical data by the professors who wrote the academic research paper). Normally it takes 20 years for research to be put into practice. You could wait 20 years for a track record but if you understand the strategy here you’ll understand that there is very little downside to following this method compared to any other equity investing strategy.

Do you get paid by the mutual funds?

– No we are an independent advisor paid by our subscribers – you are our customer not the funds.

Can you invest the money for me using this method?

– Not yet but we hope to offer this service in the near future.