In 2008, E.B. Capital Markets, LLC is outpacing all 2,852 international and over 9,200 domestic equity mutual funds tracked by Morningstar, returning 5.17% through April 3, 2008. In Q1, the S&P 500 fell -9.9% and the MSCI EAFE Index fell -8.4%. In the next few weeks millions of investors will see quarterly statements arrive in mailboxes. The greatest question they'll ask is whether the funds they own are the best.
Durham, NH (PRWeb) April 4, 2008 -- E.B. Capital Markets, LLC, an independent equity research firm, has beaten the benchmark MSCI EAFE Index for the 6th consecutive quarter and through April 3rd has generated a higher return in 2008 than every international and large cap mutual fund in the U.S., according to mutual fund tracking data on Morningstar.
The MSCI EAFE Index and the S&P 500 are two of the most widely benchmarked indexes in the world. The indexes are the de facto measurements for separating successful stock market strategies from unsuccessful strategies and are used by investors and professional money managers as a report card for performance and asset allocation.
$10,000 invested in E.B. Capital Markets, LLC international research in Q4 2006 would have grown to $14,308 at the end of Q1, 2008, 37% more than the same investment indexed to the MSCI EAFE.
"Beating the MSCI EAFE index for the 6th consecutive quarter is rewarding," said Todd Campbell, President of E.B. Capital Markets, LLC. "More satisfying is knowing your research is so good it beats every international fund and over 9,000 U.S. mutual funds."
The international research developed by E.B. Capital Markets, LLC provides money managers with a more effective and profitable approach to stock selection, producing higher returns. The research uses a unique approach to seasonality investing - using the time of year to select stocks benefiting from the cyclical nature of consumer and corporate spending cycles.
"It is a revolutionary approach to stock selection," said Campbell, "For decades seasonality has helped commodity investors reap greater returns and now our approach brings a time-tested way of making money to individual stocks -both foreign and domestic."
In Q1, 2008 the MSCI EAFE ETF, EFA, returned -8.41%, while the S&P 500 U.S. Index fell -9.9%. According to Lipper, the average mutual fund fell -10.6% in Q1. The average international fund fell -9.1% in Q1.
In the next few weeks millions of investors will see quarterly statements arrive in mailboxes. The greatest question they'll ask is whether the funds they own are the best.
Every year, investment managers spend a billion dollars of investor money on research products, with most of the money going to big Wall Street brokers rather than small independents. The sub prime inspired recession; over $200 billion and rising in bank write-downs and the Bear Stearns collapse have investors questioning why their investment dollars are being spent on research from these same big brokerage firms.
"Over time, up to 80% of active mutual funds fail to beat benchmarks, including the S&P 500 Index. Our ability to consistently outperform demonstrates how robust seasonality is in finding winning stocks," added Campbell.
According to Ron Delegge, editor of ETFguide.com, the dynamics of beating the market are harder today than ever.
Investors have $11.7 trillion dollars invested in mutual funds and over $500 billion dollars invested in ETF's. More than $1.5 trillion are invested in S&P 500 indexed products.
"Our Seasonality research is a new and incredibly robust investment approach," said Campbell. "Most portfolio managers would love to have this level of consistency and return."
Globally, ETF assets are expected to rise to more than $2 trillion, according to Morgan Stanley's year-end 2007 global industry review. Much of the growth will come at the expense of active managed mutual funds. As a result, fund managers are embracing independent research to generate bigger returns and attract investors.
For additional information on E.B. Capital Markets, LLC, contact Todd Campbell or visit www.ebcapitalmarkets.com.
About E.B. Capital Markets, LLC
E.B. Capital Markets, LLC provides domestic and foreign equity research to institutional portfolio managers. Founded in 2003 by equity research veteran Todd Campbell, E.B. Capital Markets, LLC seeks to generate greater returns than benchmarks by using proprietary stock selection criteria.
Contact:
Todd Campbell, President
E.B. Capital Markets, LLC
603-742-7100
www.ebcapitalmarkets.com.
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