Month: May 2018

We have recently upgraded to Captial-IQ's global point-in-time fundamentals database. This means that you can build and test your investment strategies using the highest quality fundamentals database available.

The strategy focuses on looking for the highest quality stocks amongst the 20% best value stocks on the market (as defined by a low price to book value). Companies with low price to book ratios tend to have low levels of investor interest, be neglected by the analyst community, and be in financial distress. They are considered ‘value’ stocks because they are cheap, but are often cheap for a good reason.