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.
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.
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.
MarketGrader is established.
MarketGrader launches its first research product and introduces its first index: the MarketGrader 40.
MarketGrader is selected as an independent research provider to UBS, Credit Suisse and Lehman Brothers under the Global Analyst Research Settlement.
First product tracking a MarketGrader index (MG 40) is launched by Barclays Capital on the Dublin Stock Exchange.
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.
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.
MarketGrader Capital is founded. MarketGrader partners with Bloomberg to develop financial apps for Bloomberg Terminal.
ETF tracking Barron’s 400 is introduced on NYSE Arca.
Kaizen Advisory launches the MarketGrader 100 Enhanced Index Fund.
MarketGrader partners with China Securities Index Co. (CSI) to launch CSI MG indexes in China.
VanEck launches ETF tracking the CSI MarketGrader China New Economy Index in Australia
CEO & Founder
Director of Web Development
Director of Data & Indexes
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.
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.
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.
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.
Director of Design
Senior Advisor & Director
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.