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50 Stock Portfolios
Long Only Strategy
Market Neutral Strategy
Growth Strategy
Value Strategy
Cumulative Returns
1 Year
3 Year
5 Year
10 Year
Decile Peformance
European Model
Japanese Model
U.S. Model
Emerging Markets Model
Verified Results
Predictive History
Our Team
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Performance
U.S. Model's Portfolios
Long Only Strategy
Market Neutral Strategy
Growth Strategy
Value Strategy
Cumulative Returns
1 Year
3 Year
5 Year
10 Year
Decile Performance
European Model
Japanese Model
U.S. Model
Emerging Markets Model
Verified Results
Predictive History
Decile Emerging Markets Quarterly
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Quarters
One
Two
Three
Four
Five
Six
Seven
Eight
Nine
Ten
SP500
Slope
RSquared
2003 Q1
1.65%
-3.36%
-0.46%
5.76%
0.66%
5.95%
-0.52%
-1.56%
-3.80%
-8.97%
-6.14%
-0.71%
23.5%
2003 Q2
55.58%
34.89%
24.89%
22.86%
24.93%
24.22%
24.26%
23.29%
28.21%
29.63%
18.47%
-1.73%
27.6%
2003 Q3
18.02%
15.77%
14.89%
11.56%
13.56%
16.71%
13.96%
13.04%
13.48%
16.46%
12.21%
-0.18%
7.2%
2003 Q4
22.56%
13.49%
16.57%
17.82%
15.95%
16.66%
16.84%
18.58%
26.61%
31.61%
17.62%
1.10%
35.2%
2004 Q1
5.39%
5.76%
10.10%
7.79%
8.03%
8.20%
7.72%
7.79%
6.13%
8.14%
7.60%
0.10%
4.3%
2004 Q2
-6.26%
-9.20%
-9.89%
-3.75%
-7.02%
-10.62%
-7.88%
-10.42%
-6.38%
-12.35%
-8.18%
-0.33%
14.6%
2004 Q3
3.25%
8.21%
8.66%
7.04%
8.82%
8.47%
10.24%
12.07%
11.43%
14.20%
7.89%
0.89%
81.0%
2004 Q4
28.04%
20.69%
19.34%
17.40%
18.22%
19.92%
15.87%
16.53%
19.76%
21.87%
9.25%
-0.48%
17.6%
2005 Q1
0.97%
-0.09%
-1.62%
-2.50%
3.33%
2.13%
0.06%
3.53%
2.50%
2.42%
3.17%
0.38%
31.7%
2005 Q2
1.43%
0.02%
0.74%
1.59%
2.85%
1.59%
-1.65%
3.44%
3.09%
3.98%
4.54%
0.29%
25.2%
2005 Q3
1.99%
8.37%
9.00%
6.80%
11.44%
13.82%
15.28%
14.38%
18.09%
22.24%
17.69%
1.85%
90.6%
2005 Q4
5.74%
2.48%
9.57%
2.62%
7.02%
6.82%
9.69%
10.35%
9.88%
15.45%
7.00%
0.99%
59.7%
2006 Q1
6.02%
7.77%
9.56%
13.25%
13.06%
13.88%
15.17%
16.02%
17.75%
8.77%
9.67%
0.81%
39.9%
2006 Q2
-1.29%
-4.11%
-5.48%
-7.95%
-4.32%
-6.54%
-7.00%
-9.23%
-6.49%
-3.82%
-2.89%
-0.35%
21.0%
2006 Q3
6.74%
9.96%
7.88%
6.77%
10.33%
8.53%
8.88%
9.56%
11.35%
7.46%
5.51%
0.18%
11.8%
2006 Q4
13.88%
13.40%
13.56%
19.33%
17.95%
18.66%
21.44%
20.41%
22.20%
25.19%
14.65%
1.24%
88.5%
2007 Q1
1.49%
3.19%
2.95%
5.75%
4.06%
8.08%
7.64%
9.76%
13.51%
16.20%
2.35%
1.51%
90.3%
2007 Q2
15.06%
16.37%
18.44%
19.35%
20.07%
19.72%
21.23%
21.94%
24.19%
30.56%
12.65%
1.31%
83.9%
2007 Q3
6.55%
6.11%
6.28%
10.52%
10.21%
10.87%
9.98%
9.70%
16.44%
18.10%
12.61%
1.17%
76.4%
2007 Q4
2.19%
0.51%
0.30%
-0.36%
4.84%
-0.15%
0.34%
1.86%
0.04%
3.22%
2.89%
0.07%
1.4%
2008 Q1
-9.90%
-8.97%
-10.56%
-12.16%
-9.58%
-11.20%
-10.86%
-8.41%
-11.52%
-13.12%
-10.94%
-0.20%
18.2%
2008 Q2
-12.63%
-9.67%
-10.76%
-8.76%
-8.05%
-9.02%
-7.23%
-6.09%
-6.18%
-1.85%
-1.50%
0.90%
84.7%
2008 Q3
-30.31%
-25.74%
-25.31%
-26.11%
-25.64%
-22.51%
-22.75%
-21.65%
-20.48%
-18.85%
-20.77%
1.04%
89.2%
2008 Q4
-21.27%
-27.60%
-29.07%
-25.21%
-23.84%
-22.66%
-23.22%
-22.67%
-21.79%
-17.37%
-21.95%
0.70%
40.9%
2009 Q1
0.65%
2.53%
2.46%
3.98%
2.27%
3.63%
2.31%
2.98%
4.43%
3.20%
4.22%
0.21%
36.6%
2009 Q2
52.13%
50.93%
47.34%
45.28%
47.94%
45.94%
49.42%
49.92%
53.43%
59.02%
24.57%
0.62%
21.5%
2009 Q3
15.13%
16.58%
17.25%
21.05%
21.24%
24.99%
26.80%
27.47%
26.20%
30.19%
16.94%
1.67%
94.5%
2009 Q4
9.04%
9.00%
9.33%
9.51%
9.98%
8.53%
7.11%
9.76%
11.99%
11.03%
7.20%
0.20%
19.9%
2010 Q1
-1.89%
2.15%
2.10%
2.32%
4.49%
4.07%
6.69%
7.72%
8.31%
7.45%
1.43%
1.02%
89.9%
2010 Q2
-8.53%
-6.47%
-7.74%
-6.66%
-7.23%
-4.52%
-7.66%
-6.14%
-5.49%
-3.64%
-5.53%
0.35%
50.2%
2010 Q3
19.21%
17.50%
20.30%
19.21%
21.57%
20.16%
20.68%
23.28%
23.33%
24.12%
12.88%
0.62%
79.1%
2010 Q4
5.65%
4.52%
5.03%
5.30%
8.16%
9.18%
6.52%
6.79%
8.03%
9.32%
5.77%
0.43%
56.0%
2011 Q1
-7.42%
-5.18%
-3.95%
-3.51%
-1.37%
-0.62%
-1.64%
-0.54%
2.58%
9.78%
0.70%
1.41%
80.6%
2011 Q2
-4.29%
-2.50%
-1.46%
-1.19%
0.52%
1.28%
1.01%
2.34%
3.80%
3.84%
-2.58%
0.87%
96.7%
2011 Q3
-29.14%
-28.14%
-26.69%
-24.50%
-25.18%
-21.78%
-19.44%
-17.89%
-17.97%
-15.73%
-14.92%
1.54%
97.2%
2011 Q4
-3.43%
-2.08%
-2.53%
-2.36%
-2.16%
-0.28%
0.08%
-0.15%
2.40%
3.03%
4.86%
0.67%
87.8%
2012 Q1
29.13%
25.15%
21.72%
16.99%
17.21%
18.80%
19.36%
14.65%
12.60%
8.40%
10.74%
-1.82%
84.8%
2012 Q2
-13.17%
-10.37%
-11.33%
-9.68%
-7.84%
-6.57%
-9.02%
-7.29%
-7.21%
-8.25%
-5.13%
0.54%
62.6%
2012 Q3
6.65%
8.29%
8.83%
11.61%
8.21%
10.15%
11.08%
9.60%
9.71%
10.29%
6.05%
0.28%
33.8%
2012 Q4
2.25%
2.98%
7.06%
5.58%
7.45%
4.45%
7.94%
8.46%
9.58%
10.16%
5.36%
0.78%
76.4%
2013 Q1
-3.06%
-3.22%
-2.00%
-0.66%
1.98%
1.95%
3.78%
3.46%
4.69%
4.60%
-0.66%
1.00%
93.6%
2013 Q2
-16.90%
-8.99%
-8.39%
-6.72%
-6.81%
-6.71%
-3.66%
-6.25%
-5.38%
-8.74%
-4.08%
0.72%
37.4%
2013 Q3
7.46%
5.15%
5.45%
4.31%
4.86%
3.59%
4.39%
4.25%
2.88%
4.05%
5.76%
-0.32%
63.0%
2013 Q4
2.94%
0.53%
0.06%
1.08%
0.80%
1.05%
2.24%
1.32%
2.94%
2.43%
2.99%
0.14%
16.0%
2014 Q1
1.65%
2.49%
2.87%
2.25%
1.41%
-0.01%
0.46%
3.83%
3.03%
2.81%
-0.47%
0.07%
3.5%
2014 Q2
4.57%
4.67%
6.24%
7.79%
6.19%
8.78%
8.06%
6.80%
9.03%
10.36%
5.25%
0.54%
74.1%
2014 Q3
-4.93%
-2.27%
-3.17%
-0.26%
-0.26%
0.43%
-3.54%
-1.11%
-0.63%
-3.33%
0.70%
0.16%
7.7%
2014 Q4
-14.59%
-8.38%
-7.31%
-6.83%
-5.41%
-2.78%
-2.68%
-1.21%
0.13%
4.87%
0.08%
1.70%
92.5%
2015 Q1
0.55%
-3.07%
-0.34%
1.14%
2.73%
3.41%
2.84%
6.35%
4.55%
5.70%
4.94%
0.84%
78.1%
2015 Q2
0.64%
1.67%
2.86%
2.40%
2.53%
2.43%
2.27%
4.79%
1.90%
5.19%
0.82%
0.31%
48.0%
2015 Q3
-24.71%
-21.08%
-20.01%
-19.52%
-17.98%
-17.71%
-15.99%
-16.38%
-14.67%
-15.50%
-11.97%
0.95%
89.0%
2015 Q4
-0.22%
0.05%
3.96%
0.79%
1.77%
1.44%
0.32%
11.97%
0.36%
-0.90%
1.56%
0.21%
2.8%
2015 Q1
15.14%
10.56%
6.45%
6.90%
6.48%
7.22%
5.50%
7.11%
4.84%
6.56%
2.78%
-0.71%
50.8%
2015 Q2
0.46%
-0.98%
0.02%
1.06%
0.71%
0.86%
-0.68%
-0.47%
-0.55%
1.30%
0.83%
0.02%
0.5%
2015 Q3
8.86%
6.83%
9.04%
6.30%
7.29%
8.16%
5.32%
7.52%
7.95%
9.20%
7.71%
0.01%
0.0%
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