Call 1.866.825.3005 for more information
- Education University of Saskatchewan
- Qualifications CFA
- Job Title Founder, GEARS
- Industry Financial Services
- Investment Experience 30 years
- Company Name Global Equity Analytics and Research Services LLC (GEARS)
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Website
http://www.the-gears.com/ - GEARS Company website.
- Our mission is to keep careful …
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.
Investment models
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Earnings Surprise
See full details- Approach Fundamental
- Asset class Equity
- Geography US
Performance-
9.8%30 day
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13.2%365 days
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89.3%S.I.
Monthly vs S&P50011.3% 12 months
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Luxury Liner
See full details- Approach Fundamental
- Asset class Equity
- Geography US
Performance-
9.8%30 day
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21.3%365 days
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39.7%S.I.
Monthly vs S&P50014.9% 12 months
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Speedboat
See full details- Approach Fundamental
- Asset class Equity
- Cap Bias Mid caps , Small caps
- Geography US
Performance-
17.5%30 day
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20.0%365 days
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74.5%S.I.
Monthly vs S&P50015.5% 12 months
Important info
Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
Personal Track Record returns are calculated by Covestor on a daily time-weighted basis of equity positions in the account provided by the member. 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.
Model commentary
Fixed income securities are a huge value trap now
5 January 2012
Long treasury bonds in particular are lauded for their security. Although there is no risk to the coupon, higher inflation is a significant risk to long term purchasing power and higher interest …
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