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Recent Research

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What Valuation is the Stock Trading On?

Stock Prices can be linked to business fundamentals through one or more Valuation Metrics. When a given valuation metric is …

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aMP Performance Update 2Q17

The chart shows acteve Model Portfolio (aMP) indexed value (net of fees) vs. the S&P 500 market index (indexed to …

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aMP Performance Update 1Q17

The chart shows acteve Model Portfolio (aMP) indexed value (net of fees) vs. the S&P 500 market index (indexed to …

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Invest With A Team You Can Trust

Take comfort in our research process & education focus.

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Sundeep Bajikar

Portfolio Manager

20+ years of Tech Sector experience, author of Equity Research for the Technology Investor: Value Investing in Technology Stocks

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Aidan Collins

Education Manager

30+ years of broad industry experience in Management Consulting with focus on Risk Management and Internal Controls

Diana Pertersen

Lead Developer

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