Why should you invest in this smallcase?
While most investors aim to invest like the Oracle of Omaha, we believe this exclusive search for "wonderful companies at fair prices" is probably hurting your returns.
“What has worked in investing – Studies of investment approaches and characteristics associated with exceptional returns” by Tweedy, Browne Company LLC - a compilation of the findings of over 50 major quantitative studies over 50 years points to "reversion to the mean" as the most ubiquitous force in investing.
The Calm Investor Quantitative Value Model consistently applies an objective set of Quality and Value factors to arrive at a portfolio of diversified stocks, which should outperform the benchmark over the long term.
Past Performance vs
Sep 2, 2013
Past performance doesn't guarantee future returns & is inclusive of all rebalances. Download chart