Strategy Based Investing is a better way to think about asset managers, making it easier to understand the investment process, form meaningful peer groups, evaluate performance, and build better investment portfolios. While our search started with a focus on building a better framework for categorizing managers, it has since evolved into a superior methodology for building fund and individual stock portfolios.

After years of conducting our own research, we concluded that the two most important pieces of information regarding an active investment manager are:

1. The investment strategy being pursued and
2. How successfully it is being pursued.

Indeed, many in the industry find it much more intuitive and natural to examine managers in terms of strategy. Thus was born Strategy Based Investing or SBI for short.

Using a carefully researched, patent pending methodology, we gathered over 45,000 pieces of strategy information from US and International equity open end active mutual fund prospectus (roughly 3,500 funds, ignoring share classes, in total). Enough information was gathered to strategy identify virtually all of these funds. Click here for the definitions of all of the equity strategies.

We use this unique and powerful set of information to manage portfolios in a whole new way.