When 47 out of your 52 indexes have beaten their benchmarks over the past decade, you’re doing something right.
BBAE’s James Early spoke to Carlos Diez, CEO of smart beta pioneer MarketGrader, to find out just what that “right” thing is – or as much as Carlos would divulge. Which turned out to be plenty.
Watch this video to find out Carlos’ journey in building MarketGrader, why he chose 24 fundamental-leaning factors to base the model on, whether he prefers long walks or long talks – and more.
Learn more about the MarketGrader portfolios available through BBAE.
- The BBAE MarketGrader Core Portfolio
- The BBAE MarketGrader Growth Compounding Portfolio
- The BBAE MarketGrader Growth and Income Portfolio
This article is for informational purposes only and is neither investment advice nor a solicitation to buy or sell securities. Investing carries inherent risks. Always conduct thorough research or consult with a financial expert before making any investment decisions. Neither the author nor BBAE has a position in any investment mentioned.