Research and Insights

Independent thinking is at the root of MarketGrader Capital. In 1999, Carlos Diez grasped the disruptive power of emerging technology and increased transparency, founding MarketGrader.com for investors seeking to identify quality growth opportunities in an expanding sea of data. Aggregating and systematically applying fundamental analysis on the vast trove of standardized accounting information available on the internet, MarketGrader’s research engine awarded each company a score following their most recent financial report. This achievement significantly advanced the practice of fundamental equity analysis and altered the equity research process.

Our independent thinking informs our worldview, the construction of our indexes and the pursuit of capital appreciation. We are proud to share here some of the thinking that governs our approach to investing.