Updated:
MarketGrader Capital
MarketGrader Capital applies a systematic, factor-based equity scoring model to long-only and long-short strategies, with a public research platform.
MarketGrader Capital
MarketGrader Capital was built around a proprietary quantitative equity scoring system originally developed by its founder. The firm's methodology evaluates over 40,000 stocks worldwide using a combination of growth, value, profitability, and cash flow metrics, generating scores that drive portfolio construction. Its research platform, MarketGrader.com, publishes those scores for institutional and individual subscribers, creating a public-facing data business alongside the asset management arm. The firm's strategies typically focus on U.S. and international equities, deploying capital in both long-only and market-neutral structures. While specific portfolio holdings are not publicly disclosed, the methodology targets mid- and large-cap stocks with above-average fundamental scores. The firm does not engage in venture capital, private equity, or direct real estate investments, instead remaining concentrated in public equities and equity derivatives. MarketGrader Capital operates with a small team, relying on its automated scoring system rather than a large analyst staff. The firm has not disclosed its total assets under management or any recent capital raises. No additional offices, philanthropic vehicles, or operating businesses have been publicly identified. The platform has remained unchanged in its core methodology for over two decades, suggesting a consistent, research-driven identity. A structural differentiator is the firm's dual revenue model: it sells equity research data and scoring signals via its website, while also managing capital against the same methodology. This creates alignment between the public research and internal portfolios but also means the firm's investment process is transparent to subscribers. The lack of discretionary overlay distinguishes MarketGrader from most fundamental asset managers.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
—
City
—
Corporate office
—
Sector focus
Frequently asked questions
Who runs investment decisions at MarketGrader Capital?
MarketGrader Capital was founded by an individual who developed the proprietary MarketGrader scoring system. The firm's investment decisions are driven algorithmically by that scoring model, not by a named CIO or portfolio manager. No public filings or press releases name a current CEO or managing principal.
How does MarketGrader Capital source proprietary deal flow?
MarketGrader Capital does not source deal flow in the traditional sense. It selects equities using its quantitative scoring system, which evaluates publicly available financial data. The firm has no disclosed venture capital or private market activity, and its process is transparent to subscribers of its research platform.
What investment stages does MarketGrader Capital typically target?
The firm's strategies focus on mid- and large-cap publicly traded equities. It does not target early-stage companies, venture-stage investments, or private placements. Its quantitative model is built for liquid, mature stocks where fundamental data is widely available.
Does MarketGrader Capital participate in fund commitments or only direct deals?
MarketGrader Capital runs direct equity portfolios based on its scoring system. There is no public evidence that it commits capital to external funds, hedge funds, or private equity vehicles. Its investment activity appears limited to public securities.
Which sectors does MarketGrader Capital explicitly avoid?
The firm does not publicly disclose sector-avoidance rules, but its quantitative model selects stocks across all sectors if they meet its scoring criteria. Because it focuses on liquid public equities, it naturally avoids private assets, real estate, infrastructure, and venture-stage companies.
Is MarketGrader Capital structured as a family office or an asset manager?
MarketGrader Capital is legally organized as a limited liability company and operates as an asset manager. It is not registered as a family office. The firm's public posture is that of a quantitative investment advisor, not a vehicle for a single family's wealth.
Where does the underlying research methodology come from?
The MarketGrader scoring system was developed in the late 1990s by the firm's founder, who has a background in financial analysis and quantitative methods. The methodology is described in detail on the firm's public website and is used to generate daily scores for thousands of stocks globally.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: