Brand value matters

Helping investors know when to own strong brands. Research for advisors and clients seeking unrealized value.

Brandometry is focused on the intangible asset space, identifying well-known brands with unrealized value, brands in emerging and developing markets throughout the world and companies with brands that offer unique investment opportunities. Our name reflects the importance brands have in the financial markets and how they can help shape an investment strategy.

Brandometry™ has pioneered a new, non-traditional index based on "Brand". The BrandTransact 50® index (BTW50), Powered by Wilshire™, historically has outperformed most major indexes.

Results

Investment Growth

Growth Chart Growth Chart

Time Period: 9/1/2007 to 5/31/2017
Source: Morningstar Direct

What We Do

Performance
Benchmark: SPDR® S&P 500 ETF

ReturnStd DevExcess
Return
Information
Ratio
(arith)
R2Tracking
Error
BrandTransact 50 TR USD9.0918.871.690.2386.597.28
Guggenheim S&P 500®
Equal Weight ETF
8.3318.000.940.2195.334.50
iShares S&P 500 Growth9.1414.861.740.5495.643.21
iShares S&P 500 Value5.3216.55-2.07-0.5995.843.50
iShares Russell 10007.4915.610.100.1399.780.78
SPDR® S&P 500 ETF7.3915.320.00100.000.00

Time Period: 9/1/2007 to 5/31/2017 Calculation
Source: Morningstar Direct

We believe Brandometry’s research, investment concepts, and services created around the importance of brands, will provide above market returns for financial advisors and their clients, institutions and individual investors.

We have created a strict Buy and Sell discipline for selecting US securities with unrealized value. Our intelligent selection targets margin expansion combining qualitative and quantitative rules. Our BTW50 index utilizes data from Tenet Partners®, a best-in-class U.S. brand strategy firm, engineered with research provided by Toroso Investments® a leading-edge investment strategy and research firm.

Brand Value Matters. Give it a seat at the portfolio manager’s table for your investment strategy.


Our Partners

NYSE
Exponential ETFs
Toroso
Wilshire
Tenet