Global Equity Analytics and Research Services LLC (GEARS) Profile Picture

Global Equity Analytics and Research Services LLC (GEARS)

Individual Investor

Global Equity Analytics and Research Services LLC (GEARS), a proprietary learning-based electronic documentation interpretation software company, was founded by Robert Gay. Prior to founding GEARS, Robert was Vice President and Director of Quantitative Research at Donaldson, Lufkin and Jenrette in New York.

Robert was selected to Institutional Investor Magazine's All-American Research team each year from 1990 through 1995.

Investment process

Over the past decade, multiple changes in accounting policy and more frequent changes in corporate structure have made it much more difficult to keep track of the fundamentals of changing companies on an apples to apples basis. To meet this challenge, the GEARS team created learning-based electronic document interpretation software that acquires intelligence and data from a time-series document presentation. This patented time series search allows GEARS to acquire information more quickly and efficiently as the machine intelligence adapts to a growing periodic presentation of related electronic documents.

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Investment models

Model commentary

  1. Strong corporate fundamentals power the stock rally

    4 April 2012

    Sales growth is high and profit margins are up, indicating that overall corporate wealth continues to accelerate.

  2. Expect a big stock rally and bonds to fall throughout 2012 19 February 2012
  3. Fixed income securities are a huge value trap now 5 January 2012
  4. Reducing leverage amid market strength 22 December 2011
  5. Entering the acceleration stage of the corporate growth cycle 19 December 2011

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Important Information

Important Information

Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More

Past performance is no guarantee of future results. Month to Date returns & Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.

The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.