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MarketGrader Capital
MarketGrader provides global stock and ETF research with proprietary daily ratings on 41,000+ stocks and actionable insights for long-term returns.
MarketGrader Capital
MarketGrader provides global stock and ETF research with proprietary daily ratings on 41,000+ stocks and actionable insights for long-term returns. Its time-tested GARP (Growth at a Reasonable Price) + Quality methodology helps identify high-quality stocks. The firm also builds market-beating smart beta indexes on the same rating system and offers tools for advisors and investors to discover ideas and compare stocks globally.
General information
Firm type
Asset Manager
Year founded
1999
Location
Region
North America
Principals
Carlos Diez
Founder & CEO
Jim Andrews
Director of Index Solutions
Sabrina Muller
Director of Web Development
Pablo Delgado
Director of Software Engineering
Juan Be
Director of Digital Product
David Lucterhand
Senior Advisor and Director for International Development
Xiaolian Wang
Senior Index Analyst & Index Production Manager
Francis Gupta
Head of Quantitative Strategies
Rob Foregger
Director, Senior Advisor
Jim MacIntyre
Director, Senior Advisor
Adriana Diez
Director
Mike Paul
Director
Carlos Diez Duran
Director
Juan Lacalle
Director
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.
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.
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.
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