Our Investment Philosophy:
Our journey began with a qualitative approach, meticulously dissecting asset returns into pivotal time-varying drivers and vigilantly monitoring market conditions for early signals of change. Over time, this qualitative process evolved into a dynamic, rules-based approach, which significantly expanding our coverage and facilitating deeper, holistic insights capturing novelty in investment market cycles.
Research Coverage:
Vestmo provides coverage across a myriad of asset classes, spanning equities, fixed income, real estate, commodities, and other emerging alternative asset markets. Our reach extends across diverse regions, sectors, industries, themes, factors, and individual securities, ensuring comprehensive insights that cater to the unique research needs of our clients.
On-Demand Offerings:
Our adaptive process allows investors to tailor their preferences in terms of objectives, strategy, and trading frequency. We transform these preferences into actionable research offerings, delivered through a series of weekly reports tailored to individual and institutional requirements:
For Individuals:
- The Vestmo All-Terrain Report
- The Vestmo Macro Chartist
- Vestmo Weekly Performance
Global Macro for Institutional Accounts:
- The Vestmo Global Strategist Report (Multi-Asset Market Signals)
- The Vestmo Macro Chartist Report (Curated Charts – Liquidity, Credit, Economy, and Markets)
- The Vestmo Endowment Report (Strategic Asset Allocations)
- The Vestmo Market Wave Report (Navigating the market cycle)
- The Vestmo FAB 5 Report (Editor’s Weekly Top 5 Buys/Sells)
- The Vestmo Digital Asset Report (Top 20 Cryptos Signals – by Mkt Cap)
Global Equities for Institutional Accounts:
- The Vestmo Russell 1000 Report (weekly top 25 buy/sell)
- The Vestmo S&P 500 Report (monthly – top/bottom lists w/weekly regime exposure indicator)
- The Vestmo MSCI EAFE Report (monthly – top/bottom lists w/ weekly regime exposure indicator)
- The Vestmo MSCI Emerging Mkts Report- (monthly – Top/bottom lists w/weekly regime exposure indicator)
- The Vestmo Canadian Equity Report – available upon request
- The Vestmo EU Equity Report – available upon request
- The Vestmo Japanese Equity Report – available upon request
- US REITs Report – available upon request