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Using Quantitative Signal Data for Portfolio Management

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The vast majority of asset management companies today use model portfolios. Model portfolios, which surged to a record $7.7 trillion in assets in early 2025, offer a way for advisors to outsource portfolio construction and rebalancing. The proliferation of model portfolio construction for different client profiles is a growing trend driven by efficiency, scalability, and … Read more

Exploring Canadian Opportunities

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At a recent meeting, I was asked about stock investment opportunities in Canada. That question inspired this article. Although many Canadian companies are listed only on the Toronto Stock Exchange (or the smaller exchanges in Montreal and Vancouver), there are more than 218 Canadian companies with direct listings on US stock exchanges. ValuEngine has some … Read more