Quantemonics Investing Profile Picture

Quantemonics Investing

Individual Investor

Quantemonics Investing, LLC was founded by Paul and Greg Franke and is organized in the state of Kansas as a publisher of financial data. Paul formerly published the Maverick Investor® newsletter (1992-1997) and Greg the Extreme Value Associates newsletter (2000-2002). The Franke brothers have over 45 years of combined investing and trading experience. Paul was ranked #1 on the Motley Fool® CAPS stock market game during parts of 2008 and 2009.

Investment process

Quantemonics Investing, LLC has a two-tier investment approach. We query and sort through individual stock trading data from a variety of sources to find the best values for our investment money, and we also model changes in the economy, investor/business sentiment and general stock market trends to properly weight both micro (company specific) and macro (the overall industry and economy) risks in our portfolios.

Company background

Quantemonics Investing, LLC was formed in early 2011 to give individuals serious investment portfolio options based on a two-tier investment decision process: Stock market and economic growth risk-weighting philosophy in overall portfolio design, combined with intelligent diversification and the holding of relative company values. The firm uses quantitative computer searches, spreadsheet creation and relative data comparisons, based on both historic trading and in-house macroeconomic and company specific forecasts.


Investment models

Model commentary

  1. Hedging and diversification still matter in this uncertain market

    19 March 2012

    The Quantemonics Relative Value portfolio has been lagging the sharp rise in the market since November 2011.

  2. Welcome to the economic Twilight Zone 15 February 2012
  3. Quantemonics featured in Barron's 10 January 2012
  4. Giving ourselves a B+ for 2011 - and here's how we're positioning for 2012 30 December 2011
  5. How we pick stocks: The case of Johnson & Johnson (NYSE: JNJ) 31 October 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.