Introducing Systematic 50s

Most investors rely on intuition, headlines, or the opinions of influential voices. But intuition doesn’t scale, headlines don’t predict, and confident calls on gold, Bitcoin, or NVIDIA rarely translate into long-term success. 

The Systematic 50s offer a different path: curated lists of 50 U.S. stocks, built using fully rules-based screens focused on either value (undervalued companies) or quality (financially strong companies).

These portfolios give investors transparent, data-driven access to small- and mid-cap opportunities that are often overlooked by large institutions. By removing emotion and focusing on fundamentals, the Systematic 50s bring clarity to parts of the market where genuine long-term potential still exists.

Even highly influential investors struggle to forecast long-term price movements or consistently time markets. Opinions change, narratives shift, and emotional decisions often lead to poor performance. 

The Systematic 50s avoid these pitfalls entirely by relying on disciplined, repeatable screening rules grounded in objective fundamentals — not sentiment.

Each Systematic 50s portfolio applies clear screening rules to identify companies with either strong value characteristics or robust quality metrics. Illiquid names and financials are excluded for comparability, and prices are fully adjusted for corporate actions. Rebalancing occurs twice a year, ensuring the portfolios remain aligned with the underlying fundamentals rather than short-term noise or sentiment.

Large institutional investors face natural constraints: they cannot deploy meaningful capital into many small- and mid-cap opportunities due to liquidity, regulatory limits, or sheer portfolio size. That leaves a wide segment of undervalued or underappreciated companies that institutions simply cannot exploit.

Retail investors, with smaller and more flexible portfolios, can target these overlooked segments — and that is exactly where the Systematic 50s focus.

Short-term volatility — including sharper drawdowns during market stress — is part of the journey. But over long horizons, systematic, fundamentals-based stock selection has historically shown the potential to outperform broad benchmarks such as the S&P 500. 

The Systematic 50s are built for investors who value discipline, transparency, and long-term compounding over noise.