# MarketGrader Capital

MarketGrader Capital is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Region:** North America
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** marketgrader.com
- **LinkedIn:** https://www.linkedin.com/company/3143705

## Regulatory record

- **CRD number:** 173080
- **SEC file number:** 801-80412
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/173080

## About

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.

## Sectors

- Equity Research
- Quantitative Analysis
- Financial Technology

## People

- 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

## 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.

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Last updated: 2026-08-11T15:07:26.757Z

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