Press


U.S. Company Earnings, Earnings Growth, and Equity Performance in the New Millennium - 10/19/17
Source:The Journal of Portfolio Management
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Energy, Consumer Staples Make Rare Gains In Barron's 400 Rebalance - 09/18/17
Source:barrons.com
The twice annual rebalance of the Barron's 400 Index saw a number of well known stocks come in and out.
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Barron's 400 ETF Finds Growth at a Reasonable Price in Financials and Energy Sectors, Sells Consumer Discretionary Stocks - 09/18/17
Source:businesswire.com
The Barron's 400 ETF (NYSE Arca: BFOR), a smart beta exchange-traded fund that seeks to track the Barron's 400 Index (B400), has completed its semi-annual rebalance based on the reconstitution and equal weighting of its underlying benchmark.
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The ETF Store Show - 08/08/17
Source:etfstore.com
MarketGrader's Carlos Diez & Brady Lipp explain the Barron's 400 ETF (BFOR)
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Marketgrader And China Securities Index Co. Ltd Partner On Smart Beta A-Shares Indices - 04/25/17
Source:businesswire.com
Fundamentals-based GARP indices seek to identify attractively valued companies poised to benefit
from Chinese economic transition.
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MarketGrader Strikes Smart Beta Deal in China - 04/24/17
Source:institutionalinvestor.com
The U.S.-based stock research firm will begin offering smart beta indexes to the Chinese market in May.
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After a Strong 2016, Our Namesake ETF Reshuffles - 03/18/17
Source:barrons.com
Barron's has often advocated buying growth stocks at reasonable prices, and the exchange-traded fund that bears our name is no different.
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Barron's 400 Rebalance Leaves Index Heavy In Homebuilding and Construction - 09/23/16
Source:barrons.com
September brought one of two yearly rebalances of the Barron's 400 Index.
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ETF Expert Corner - 03/29/16
Source:etfstore.com
MarketGrader's Carlos Diez and Brady Lipp spotlight the Barron's 400 ETF, including discussing the recent rebalancing of its underlying index.
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Reshuffling the Barron's 400 Index - 03/19/16
Source:barrons.com
Battered energy and commodities sectors make up less of the index, but financials and industrials remain key components.
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Barron's 400 Index Boots Facebook, Microsoft, Wal-Mart - 09/23/15
Source:barrons.com
The Barron's 400 Index booted blue-chip heavyweights Microsoft (MSFT), Facebook (FB) and Wal-Mart Stores (WMT) in its latest twice-yearly rebalance.
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Looking beyond A shares inclusion in emerging market indexes - 07/27/15
Source:pionline.com
The Chinese government's recent strong-arm market tactics might push back the day when A shares garner a toehold in emerging markets indexes, but some money managers already are looking ahead to the day when the country's huge, vibrant equity market outgrows those indexes.
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A China Stock Primer: Upside For Shenzen? - 06/25/15
Source:barrons.com
China shares sold off last week, with about 13% shaved from the Shanghai and Shenzhen markets breeding more talk of a bursting bubble.
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Barron's 400 Brings Back Celgene, Welcomes American Airlines - 03/23/15
Source:barrons.com
The Barron's 400 Index welcomed Celgene (CELG) back into the fold during last week's twice-yearly index rebalance, a process that also added American Airlines (AAL) and eschewed McDonald's (MCD).
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ETF Expert Corner - 05/13/14
Source:etfstore.com
Carlos Diez and Brady Lipp Spotlight the Barron's 400 ETF
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More Financial Stocks, Please - 09/21/13
Source:barrons.com
Refreshing of Barron's 400 index shows a bigger dose of financial stocks. The index and Barron's 400 ETF enjoy a record outperformance, so consider it a vote of confidence for the highflying sector.
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What Is The Barron's 400 Index And How Does It Work? - 07/29/13
Source:etfdb.com
In the ETF industry's relatively short history, investors have witnessed a slew of one-of-a-kind products hit the Streets; from plain vanilla funds to ETFs that utilize unique screening methodologies, investors can now choose from more than 1,400 different options.
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Barron's 400 ETF: BFOR 101 - 06/10/13
Source:nasdaq.com
The Barron's 400 ETF (NYSE Arca: BFOR) launched under the ALPS ETF Trust on June 4th. MarketGrader Capital's John Morgan offers insight into the fund.
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The Barron's 400 ETF - 06/08/13
Source:barrons.com
The difficulty of beating the stock market with any consistency keeps active managers up at night. But the Barron's 400 is a stockpicker's index: It seeks out the most fundamentally sound companies with the most attractively priced shares.
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ALPS Launches Barron's 400 ETF - 06/05/13
Source:zacks.com
Barron's, the popular financial magazine and website, is also looking to help investors to accomplish this difficult task, having released its 'Barron's 400 Index' a few years ago.
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The Barron's 400 ETF Launches - 06/04/13
Source:barrons.com
Then there's the Barron's 400. Nearly six years old and developed by investment-research firm MarketGrader in consultation with Barron's editors and Dow Jones Indexes, the B400 is a stock picker's index...
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New Barron's 400SM ETF (BFOR) On The Market - 06/04/13
Source:prweb.com
The Barron's 400SM ETF (NYSE Arca: BFOR) launched today under the ALPS ETF Trust, based on the Barron's 400 IndexSM, a rules-based index intended to give investors a means of tracking the overall performance...
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ConvergEx Group Announces Winners of Jaywalk Independent Research Provider Performance Awards Q4 2011 - 3/22/12
Source:prnewswire.com
ConvergEx Group, a leading technology company, today announced the results of its Jaywalk Independent Research Provider Performance Awards for the fourth quarter of 2011.
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Rebalancing Act: Our In-House Stockpicker - 3/17/12
Source:Barrons.com
Over the past three years, the Barron's 400 Index has beaten the S&P 500, the Nasdaq Composite and the S&P MidCap 400.
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Eight Million Charts Served Daily - 12/24/11
Source:Barrons.com
StockCharts.com and MarketGrader.com have launched new stock-rating services that rely more on technical rather than fundamental indicators.
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MarketGrader Translates Complex Financial Data Into Measurable Grades - 10/19/10
Source:seekingalpha.com
An Interview With MarketGrader - A Seeking Alpha Featured App that renders complex financial reports into measurable grades to help you find the top stocks in the best performing industries.
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MarketGrader Launches New Research Application on the Seeking Alpha Investing Apps Platform - 10/12/10
Source:prnewswire.com
MarketGrader.com, an independent provider of stock research to financial advisors, individual and institutional investors, announced the launch of the MarketGrader Research App on Seeking Alpha's new Investing App platform - providing clients a complete top-to-bottom analysis of most stocks listed on U.S. and Canadian exchanges.
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Setting the Standard - 9/18/10
Source:Barrons.com
The Barron's 400, based on stock-selection criteria that stress soundness and growth, has beaten most other major indexes since its inception. On the way: a tradable version.
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ConvergEx Announces Winners of Jaywalk Independent Research Provider Performance Awards for Second Quarter 2010 - 7/26/10
Source:BNY ConvergEx Group
ConvergEx Group, a leading technology company, today announced the results of its Jaywalk Independent Research Provider Performance Awards for the second quarter of 2010.
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BNY ConvergEx Group's BNY Jaywalk Announces Independent Research Provider Performance Award Program - 4/1/09
Source:BNY ConvergEx Group
BNY ConvergEx Group, LLC, a leading provider of global agency brokerage and investment technology solutions, today announced the launch of the BNY Jaywalk Independent Research Provider Performance Award Program.
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SPA ETF plc debutta nel mercato italiano degli ETF - Jan 2008
Source:borsaitaliana.it
Si tratta di indici price calcolati dall'AMEX. La selezione delle azioni si basa su una metodologia quantitativa proprietaria della società Market Grader: ad ogni azione viene assegnato un punteggio in base a fattori fondamentali di tipo Growth, Value, Profitability e Cash Flow (ognuna di queste 4 categorie si compone di 6 indicatori, per un totale di 24 indicatori fondamentali).
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SPA ETFs Inc. Announces Listing of Exchange Traded Funds on the American Stock Exchange - 10/17/07
Source:prnewswire.com
The SPA ETFs utilize the performance of fundamentally driven indices created by U.S. research company MarketGrader to provide investors with private and institutional access to an investment vehicle with equal weighting, rebalancing and 24 fundamental factors.
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Our Bogey Goes Banking - 10/01/07
Source:Barrons.com
IN THE FIRST SEMI-ANNUAL reshuffling of the freshly launched Barron's 400, the index's stock-selection process alighted on some beaten-up financial stocks while taking modest profits in its heavy energy holdings.
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FIRST FUNDAMENTALS-BASED ETFS LAUNCH ON LONDON STOCK EXCHANGE - 09/14/07
Source:londonstockexchange.com
Spa ETF Plc (Spa) today became the second provider to join the UK's expanding Exchange Traded Fund (ETF) market this month, issuing the first ETFs on the London Stock Exchange to track quantitatively-driven indices.
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Market Beater - 09/03/07
Source:Barrons.com
Now, into this mix comes the Barron's 400, a new stock index built not as a mere reference point but as a money-making tool for investors. The Barron's 400 collects the most fundamentally sound and attractively priced stocks from all corners of the market, using a proven and disciplined stock-selection process.
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FT REPORT - FT FUND MANAGEMENT: Spa ETF's multi-launch set to expand range of ETF trackers
Source:FT.com
The first six ETFs will comprise the MG40, 100, 200, large cap, mid cap and small cap. They are all constructed from a quantitative analysis of the 5,700 stocks listed on US exchanges. The system uses 24 factors to grade stocks from 1 to 100 then selects the highest scoring stocks for the indices, which are constructed on an equal weighting basis. Overlays provide sector and market capitalisation diversification, where relevant.
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London & Capital founds ETF specialist - 06/01/07
Source:Citywire.com
London & Capital Investment Management has launched its own exchange-traded fund (ETF) firm because it believes that London is set to emerge as a location of choice for the vehicles. London has become a serious option for ETF listings since the Inland Revenue lifted stamp duty on them in March. Their marketing throughout Europe has also been aided by the introduction of Ucits III.
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SPA ETF INTERNATIONAL ESTABLISHED TO LAUNCH EXCHANGE TRADED FUNDS BASED ON FUNDAMENTAL INDICES - 05/29/07
Source:Bobsguide.com
Winning Quant-based MarketGrader Methodology to be Utilised by Spa ETF International. Spa ETF International, a specialist provider of Exchange Traded Funds (ETFs), has been established to launch a family of ETFs based on a fundamental quantitative methodology that consistently outperforms major US market indices.
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A Look at New ETFs Hitting the Market - 11/20/06
Source:Seekingalpha.com
It's not a secret that ETF manufacturers have caught a virulent form of dysentery this year, dumping 140 new products into the market - a figure all the more impressive for the fact that they took January off. But while more choice is always good - US markets now list around 340 ETFs, up from under 150 at the end of 204 - another 315, more or less, are working through the US Securities and Exchange Commission, or are cleared and just await a bell-ringing slot to open up somewhere.
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LONDON & CAPITAL APPOINTS AMERICAN STOCK EXCHANGE AS CALCULATION AGENT FOR THE MARKETGRADER ENHANCED INDICES - 10/25/06
Source:Sourcewire.com
London, 25 October 2006 - London & Capital, a boutique, UK-based asset manager, today announced its appointment of the American Stock Exchange (Amex) as exclusive calculation agent for the MarketGrader Indices, beginning with MarketGrader 40 Index, one of the first merit-based equity indices available in the UK.
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London & Capital's Marketgrader Enhanced Index Returns 181.5% Over Three Years Merit-based US Equity Index Outperforms NASDAQ, S&P 500 and Dow Jones - 5/19/06
Source:Prweb.com
Asset Management firm London & Capital's MarketGrader, the first merit-based US equity index available in the UK, has returned 181.5% over the past three years. The rules-based, quant-driven index has consistently outperformed the NASDAQ, the S&P 500 and Dow Jones equities indices. During the past 12 months, MarketGrader has returned 46.5% - more than double that of the highest return of the key US indices.
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Black-box research - 10/20/05
Source:Institutionalinvestor.com
Is equity research the next profit-challenged business that will be automated by Wall Street?
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Investorside Research Association Member
Source:Investorside.org
Certification of Members as Certified Providers of Investorside Research by the Investorside Research Association is intended to enable investors to identify providers of investment research who do not have investment banking conflicts.
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