• Market Trend Investors

    Investment Strategists

    Institutional investment strategist

    For 26 years a consultant to some of the largest asset managers in the country

    Insight that produces results

    MTI Emphasis List averages 1300 basis points per year over the S&P for the last 20 years

    Market leadership focused

    What is it, when, and why it might change -- key to consistent outperformance

    Relevance

    Out of the mainstream proprietary work and usually one step ahead of the Street

  • MTI Group Model Performance

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  • Our Track Record

    The group model portfolio of best group ideas is up:

    7,263%

    since 1994

    776%

    over the last 10 years

    286%

    over the last 5 years

    211%

    over the last 3 years

  • Our Services

    *(high-touch service items are for our highest tier of customer)

    Weekly Research Note

    important developments from our research base including the group work

    Industry Group Watch

    180 equal-weighted industry groups, S&P groups, and 28 foreign markets analyzed on relative fundamental and relative price basis

    Digging A Little Deeper

    highlights key potential changes in groups plus each stock component

    OEX Update

    highlights key potential changes in the OEX 100 stocks

    Research Website

    3000 stocks analyzed based on our relative fundamental methodology

    Podcast

    highlighting specific key developments in our work

  • Disciplines

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    Macro

    analyzes major building blocks, particularly in the economy, that perpetuate every market cycle

    The key to consistent superior performance is being able to piece together what is coming next before it becomes obvious to the consensus.

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    Group

    tracking 174 custom equal-weighted groups, S&P large-cap and mid-cap groups, and 28 foreign market indexes for relative performance

    Identification of market leadership is the cornerstone of our process and a key confirmation of the macro work.

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    Market

    analyze market factors that we have found to show consistent value in determining key inflection points

    Our market factors have shown to provide consistent lead indications of inflection points and therefore additional important confirmation

  • Clients

    Our work can add value to a large range of management styles. Our clients range from hedge funds to value funds to growth funds--from mid-cap oriented to large-cap--and include teams at some of the largest asset managers in the country. A specific list is available upon request.

  • Contact Us

    Please reach out and we'll get in touch

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