ABOUT US

The MarketGrader Team

We’re a small but sharp team of investment professionals with a drive to make transparent, high-quality research available to everyone.

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World-Class Data Made Accessible

We’ve united two ends of a wide spectrum: the most thorough, big-data-powered research available and simple to use, easy to share reports.

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Rigorous Methodology

Our GARP formula is designed to find companies with sustainable growth at reasonable valuations across all global markets.

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Time-Tested Investment Philosophy

We believe that consistent creators of economic value, regardless of size and domicile are the best long-term creators of shareholder value.

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A Global Vision

Whether a stock trades in Sao Paulo or Shenzhen, our methodology allows you to compare companies with confidence.

The MarketGrader Story

MarketGrader was established in 1999 to offer truly comprehensive and independent analysis of companies’ financial statements by leveraging the power of technology.

Our Vision: to revolutionize a research landscape that was stagnant and conflict ridden.
How we Did It: by providing fundamental analysis using a rigorous yet transparent methodology that could be easily understood and serve as the basis for making informed investment decisions.

From day one, we invested in developing software that could objectively measure the financial performance of any publicly traded company and the likelihood that owning its stock would be profitable for its shareholders. We made it possible to analyze a broad spectrum of companies no matter their location, size or business model efficiently and economically.

To demonstrate the efficacy of our methodology, we developed and published stock indexes based on our ratings. Several MarketGrader Indexes have been calculated and published for years by third-party calculation agents like NYSE.

Between 2005 and 2008, more than 20 investment products were launched in the U.S. and Europe that tracked MarketGrader Indexes, including ETFs listed in New York, London and Milan. In 2006, MarketGrader teamed with Barron’s to create the Barron’s 400 Index, a collection of “America’s Most Promising Companies.” An ETF that tracks the Index (NYSE Arca: BFOR) was listed on the New York Stock Exchange in 2013, becoming one of the top ten ETF launches of the year based on assets under management1. In 2012, MarketGrader Capital was formed to focus on the development of investment products to track our newly created International and Global Index series.

1999
MarketGrader is established.

2003
MarketGrader launches its first research product and introduces its first index: the MarketGrader 40.

2004
MarketGrader is selected as an independent research provider to UBS, Credit Suisse and Lehman Brothers under the Global Analyst Research Settlement.

2006
First product tracking a MarketGrader index (MG 40) is launched by Barclays Capital on the Dublin Stock Exchange.

2007
Barron’s 400 Index, powered by MarketGrader, is introduced on the cover of Barron’s magazine. ETFs tracking the MG 40, MG 100, MG 200 and 3 MG Market Cap Indexes are listed on the American Stock Exchange.

2008
ETFs tracking the MG 40, MG 100, MG 200 and 3 MG Market Cap Indexes are listed on the Milan Stock Exchange by SPA ETF.

2012
MarketGrader Capital is founded. MarketGrader partners with Bloomberg to develop financial apps for Bloomberg Terminal.

2013
ETF tracking Barron’s 400 is introduced on NYSE Arca.

2015
Kaizen Advisory launches the MarketGrader 100 Enhanced Index Fund.

2017
MarketGrader partners with China Securities Index Co. (CSI) to launch CSI MG indexes in China.

2018
VanEck launches ETF tracking the CSI MarketGrader China New Economy Index in Australia

Our Team

Carlos Diez MarketGrader

Carlos Diez

CEO & Founder

In 1999, Carlos founded MarketGrader.com with a mission to aggregate and analyze the proliferation of standardized accounting data on public companies, then newly accessible via the Internet. With a team that shared his drive to innovate the stagnant and conflict-ridden field of equities research, Carlos leveraged emerging big data technology to methodically build an innovative research engine and a systematic, fundamentals-based scoring system that could be applied to any public company with standardized and audited accounting figures.
sabrina muller

Sabrina Muller

Director of Web Development

Sabrina’s work with MarketGrader.com has resulted in the creation of unique and revolutionary interfaces that translate the company’s powerful research applications into user-friendly web UI’s, benefitting thousands of investors worldwide. Her relationship with the company started in 2000 when she took on the challenging task of developing a web interface for the MarketGrader.com engine, which leveraged the power of the internet to aggregate and analyze vast data sets, and disburse that information to clients in real time. The end result transformed the way equity research was generated and consumed by investors.
elias guerrero

Elias Guerrero

Director of Data & Indexes

Elias loves to make sense of large, heterogeneous data sets; he has been managing and mastering Big Data long before it was embedded into modern management consulting lexicon.
david lucterhand

David Lucterhand

Senior Advisor and Director for International Development

With over 40 years of experience in financial and capital markets including memberships on the Chicago Board of Trade and Chicago Board Options Exchange, David brings his international development expertise to the firm, having advised foreign governments in Eastern Europe in the development of their capital markets.

Brady Lipp

Head of Institutional Sales

Brady joined MarketGrader in 2014. He is responsible for the firm’s business development efforts with institutional investors and the insurance segment. Brady has significant experience building institutional sales and marketing departments at leading asset managers. In 1994, Brady joined Warburg Pincus Asset Management to head the group’s nascent Institutional Sales and Marketing group. In his five years serving as Partner and Managing Director, Brady grew the Institutional Sales and Marketing from a staff of 3 to 30 and assets from less than $2 billion to $14 billion, representing half of total firm assets at peak. Upon the sale of Warburg Pincus Asset Management to Credit Suisse in 1999, Brady assumed the title of Managing Director, leading Credit Suisse Asset Management’s Global Post Venture Capital, a new division where he grew assets to $650 million in eighteen months from investors in Asia, Europe and the U.S.

Xiao Wang

Xiaolian Wang

Director of Business Development, China

Xiao joined MarketGrader in 2015 as Managing Director. She is responsible for research and product development, and leads the company’s business development efforts in China. Having held executive level positions in portfolio management, asset allocation, product development, macro and top-down research, hedge fund analysis and institutional business development, particularly in China, Xiao brings a dynamic skillset to the firm.

francis gupta

Francis Gupta

Director of Thought Leadership and IP Development

Francis Gupta joined MarketGrader in 2015. In his role as Senior Advisor, Francis leads intellectual property initiatives, identifies applications of MarketGrader’s company fundamentals-based Global Research for the benefit of the investment community and assists with development and commercialization of new MarketGrader Indexes.

Carlos Botero

Director of Design

Carlos has a passion for design and believes that a clean interface results in better engagement, investment decision-making and happy clients. Since joining MarketGrader.com in 2006, Carlos has led all aspects of design for the company, including web and branding.
ogden white

Ogden White

Senior Advisor & Director

Ogden provides strategic business counsel to MarketGrader.com. Encountering MarketGrader.com in 2000 while heading sales and marketing for BASELINE Financial Services, an equity analytics platform now owned by Thomson Reuters, Ogden realized the great potential of the company’s technology, methodology and value proposition to investors and became a company shareholder, director and trusted advisor.
john prestbo

John Prestbo

Senior Advisor, Indexing and MarketGrader Capital

With over 45 years experience in index publishing and financial journalism, John serves as Senior Advisor to MarketGrader, a role he has maintained since the firm’s inception. In this position, John counsels on corporate strategy, product initiatives, strategic partnerships and relationship building within the indexing and investment community. Additionally, as a developer of the Barron’s 400 Index, John authors performance commentary on the Index for MarketGrader.com and MarketGrader Capital.

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