MarketGrader’s Smart Beta Approach to U.S. Equities: Growth, Value & Income
MarketGrader’s smart beta approach to portfolio construction leverages two of our core U.S. Indexes, MarketGrader Growth Compounders (MGGC) and MarketGrader U.S. Income 100 Index (MGUSI). MGGC provides a differentiated exposure to U.S. equities focused on long-term capital appreciation, having gained 15% annually in the last 10 years while avoiding an excessive concentration in large cap […]
Finding Alpha in U.S. Equities with MarketGrader’s GARP Ratings
Summary & Objective MarketGrader’s research team analyzed the performance of all ratings issued across all companies under coverage in its North American universe between January 1, 2008, and June 30, 2022. Ratings for companies listed in Canada and the U.S. were analyzed separately. The objective of the analysis was to determine whether MarketGrader’s ratings in […]
Finding Alpha in Canadian Equities with MarketGrader’s GARP Ratings
Summary & Objective MarketGrader’s research team analyzed the performance of all ratings issued across all companies under coverage in its North American universe between January 1, 2008, and June 30, 2022. Ratings for companies listed in Canada and the U.S. were analyzed separately. The objective of the analysis was to determine whether MarketGrader’s ratings in […]
The Chinese Equity Market Paradox
In just three decades China’s equity markets have evolved significantly from their humble origins in the 1990s. However, they still exhibit many of the structural deficiencies germane to emerging markets. Investors often attribute the excessive equity market volatility and inconsistent returns to a lack of understanding by Chinese retail investors as to the merits of […]
U.S. Company Fundamentals and Stock Selection
Using MarketGrader Ratings to Construct Equity Portfolios for Long-Term Capital Appreciation
China: The Next Chapter
Simplistic arguments about China’s investment prospects suggest that since the country’s economy is no longer growing at double-digit rates, its best days are behind it. Most of this argument focuses on total GDP growth, gross capital formation rates, levels of fixed asset investment and gross export growth, to name a few of the indicators from […]
MarketGrader China’s New Elite
This paper presents a compilation of 30 companies trading on China’s Mainland exchanges that MarketGrader has selected from the historical constituents of our flagship MarketGrader China A-Share 200 Index since its inception in 2008. MarketGrader refers to these companies as the “MG China Elite 30” based on measures of their fundamental quality and their proven […]
The MarketGrader China A-Shares Size Indexes: Tools for Strategic & Tactical Asset Allocation – Part 3
MarketGrader’s primary reason for the introduction of sector-specific indexes in Mainland China is to empower investors. The composition of the Mainland China equity market differs significantly in terms of size (large capitaliza- tion versus small capitalization stocks), style (growth versus value stocks) and the sector composition of the universeof companies that trade on the (Shanghai […]
China: The Best Capital Appreciation Opportunity of the 21st Century
Economic news out of China this year have been largely dominated by two newspaper-selling headlines: the deceleration of GDP growth to barely 7%, in line with Chinese government estimates, and the dramatic summer swoon in Chinese A-Shares. While both of these themes have obviously played major roles in the performance of equity markets around […]
