Formula Investing

A logical and disciplined approach to value investing

In 2005, Joel Greenblatt published a book that explains how he believes investors may outperform market averages by following his simple process of investing in good companies at bargain prices. Formula Investing is applying this methodology to manage its clients' portfolios.

The concept behind Formula Investing is simple. The idea is to systematically follow a strategy that seeks to buy above average companies but only when they can be purchased at below average prices. That's it. It is an investment strategy designed to be logical, disciplined, and cost effective.

US Value Strategy

Separately Managed Account

Follows the methodology outlined in Joel Greenblatt's book, "The Little Book that Beats the Market"
Portfolio consists of approximately 24 stocks that are at the top of our ranking system
Portfolio is rebalanced periodically using our latest rankings
$100,000 minimum investment
Investors with at least $1 million to invest should contact us here to learn about Select Client pricing and services.

International Value Strategy

Separately Managed Account

Follows the methodology outlined in Joel Greenblatt's book, "The Little Book that Beats the Market"
Portfolio consists of approximately 40 international stocks that are at the top of our ranking system
Stocks are chosen from approximately 24 countries, not including the US
Portfolio is rebalanced regularly using our latest rankings
$500,000 minimum investment

Mutual Funds

Family of No-Load Mutual Funds

Follows the methodology outlined in Joel Greenblatt's book, "The Big Secret for the Small Investor"
Four no-load mutual funds use a value weighted approach to portfolio construction
Two domestic funds, two international funds
Funds are available through most major online brokerage firms and select financial advisors. Purchases can also be made directly through BNYMellon
$5,000 minimum investment