ABOUT US
The MarketGrader Story
Our goal has always been to help investors capture long-term shareholder returns by owning the world’s best growth companies without overpaying for their shares.
We have leveraged the power of technology for more than 20 years to help our clients find them regardless of their size, sector, or domicile.
The 1990s ushered in an era of unprecedented access to global investment opportunities for all investors thanks to the transformational power of the Internet. Along with this vastly expanded opportunity set came a proliferation of data that left investors confused and frustrated. This led to paralysis, poor decision making based on short-term market gyrations and, ultimately, the destruction of shareholder value in the early 2000s.
We started MarketGrader in 1999 to help investors cut through the noise and instead focus on finding consistent creators of value across all global markets. Since then, we have helped thousands of investors globally make better investment decisions across all market cycles.
1999
2003
MarketGrader launches its first fully autonomous research platform covering over 6,000 North American companies. It also introduced 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.
2005
MarketGrader launches StockGrader in partnership with Barron’s as part of the newly redesigned Barron’s Online. The company also expands its roster of Indexes across core, size, and sectors, covering all segments of the U.S. equity market.
2006
The first product tracking a MarketGrader Index, the MarketGrader 40, is launched by Barclays Capital on the Dublin Stock Exchange.
2007
The Barron’s 400 Index, a collaboration between MarketGrader, Dow Jones Indexes and Barron’s is launched on the cover of Barron’s magazine. ETFs tracking six MarketGrader Indexes are launched on the American Stock Exchange by SPA ETF.
2008
Twelve ETFs tracking MarketGrader Indexes are launched by SPA ETF on the London Stock Exchange and Borsa Italiana in Milan.
2012
MarketGrader launches two new applications on the Bloomberg Terminal.
2013
ETF tracking the Barron’s 400 Index is launched by ALPS Funds on NYSE Arca (BFOR).
2014
2015
MarketGrader expands its Index lineup globally to cover equity markets in Europe, the Middle East, Asia, and Latin America. In the U.S. it partners with Kaizen Advisory to launch the MarketGrader 100 Enhanced Index Fund, a hedged version of the MarketGrader 100 Index.
2017
MarketGrader partners with China Securities Index Co. (CSI) to launch co-branded A Share Indexes in China.
2018
VanEck launches ETF tracking the CSI MarketGrader China New Economy Index in Australia (ASX: CNEW)
2020
VanEck expands its lineup of MarketGrader-based ETFs with the launch of funds tracking the MarketGrader China All-Cap Growth Leaders (NYSE Arca: GLCN), the MarketGrader India All-Cap Growth Leaders (NYSE Arca: GLIN), and the MarketGrader Developed Markets (ex-Australia) Health Care Index (ASX: HLTH).
2021
VanEck launches UCITS ETF tracking the MarketGrader New China ESG Index in Europe. In the U.S. Regents Park Funds and Apex Capital launch an ETF tracking the MarketGrader Global Health Care Leaders (CBOE: APXH).