Why it works

In his research paper called ”Patient Capital Outperformance: The Investment Skill of High Active Share Managers Who Trade Infrequently”, Martijn Cremers of the University of Notre Dame found that an analysis of mutual fund stock holdings and the duration of the holding periods, provided statistically significant predictive power about the funds’ future returns relative to the funds’ benchmark.

What does Kazio do?

Kazio implements the statistical methods developed by academic researchers for identifying mutual fund managers with the highest probability of out-performing their peers. No one can predict the future with certainty but we can help move the odds in your favor.
(If you saw the movie “Moneyball” – Kazio is the “Billy Beane” of mutual fund investing).

Why use Kazio?

Kazio helps you choose Mutual Funds by identifying funds most likely to earn higher returns in the future. On average, academic research shows that these funds outperform by 2% annually. It’s fun to get the math working in your favor!

How to use Kazio

Kazio’s Rising Stars newsletter, lists U.S. domestic equity funds whose latest SEC filing data identified them as likely to outperform their market benchmarks. Instructions show how to construct and update a portfolio according to your situation.

Rising Stars Newsletter

Mutual Funds must file lists of their holding with the Securities Exchange Commission every three months. We apply statistical filters to each month’s filings to produce the most recent list of funds likely to out-perform in the next 12 months. It’s called Rising Stars because research shows that fund managers tend to perform best when a fund is relatively newer and smaller. I.e. by the time you hear about them because of good returns, their advantage will most likely be in decline.