MarketGrader Capital, LLC provides disciplined global equity index investing driven by company fundamentals and a growth at a reasonable price (GARP) investment philosophy. In pursuit of long-term capital appreciation, our smart index strategies seek to identify and invest in the stocks of only the healthiest companies based on their fundamentals.
The independent SEC-registered investment adviser led by founder Carlos Diez was formed in 2012 to give investors the opportunity to invest in MarketGrader Indexes, a global family of intelligent equity indexes with a track record of outperforming traditional equity market benchmarks over the long-term. MarketGrader Capital maintains exclusive rights to MarketGrader Indexes and is the publisher of the Barron’s 400 Index*, which is tracked by the Barron’s 400 ETF.
MarketGrader Capital also provides a suite of Risk-Managed Strategies, which seek to provide investors a measure of the capital appreciation opportunity in major stock markets while minimizing the negative impact of bear markets.
In addition to licensing MarketGrader Indexes, the firm provides investment advisory, asset management, research, and other financial services to fund sponsors, institutions, family offices and separately managed accounts located domestically and abroad. MarketGrader Capital’s investment advisory services are provided through various types of discretionary and non-discretionary accounts in accordance with each client’s investment objectives and pursuant to the terms outlined in its investment advisory agreement. Please see further information on Form ADV Part 2 available at www.sec.gov.
"The Barron's 400 IndexSM" is calculated by NYSE Euronext or its affiliates and published by MarketGrader. "Barron's®," "Barron's 400SM" and "Barron's 400 IndexSM" are trademarks or service marks of Dow Jones & Company, Inc. or its affiliates and have been licensed to MarketGrader in connection with the Barron's 400 Index.