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.
Time Period: 9/1/2007 to 5/31/2017
Source: Morningstar Direct
|BrandTransact 50 TR USD||9.09||18.87||1.69||0.23||86.59||7.28|
|Guggenheim S&P 500®|
Equal Weight ETF
|iShares S&P 500 Growth||9.14||14.86||1.74||0.54||95.64||3.21|
|iShares S&P 500 Value||5.32||16.55||-2.07||-0.59||95.84||3.50|
|iShares Russell 1000||7.49||15.61||0.10||0.13||99.78||0.78|
|SPDR® S&P 500 ETF||7.39||15.32||0.00||100.00||0.00|
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.