Navellier & Associates

Navellier & Associates

Navellier & Associates was founded in 1987 by Louis Navellier, a quantitative analyst who began publishing growth-stock research in 1980. The Reno-based firm operates as an independent money manager focused on high-net-worth individuals, distinguishing itself through direct-to-investor distribution rather than the institutional-consultant channel. Navellier still serves as Chief Investment Officer, and the firm notes that its top portfolios remain managed by the professionals who launched them. The investment process is rigidly quantitative and bottom-up. A proprietary screening system ranks equities by reward (alpha) relative to risk (standard deviation), then applies fundamental filters that emphasize profit-margin expansion, superior earnings growth, and reasonable forward price-to-earnings ratios. A third-stage optimization model maximizes portfolio alpha while targeting lower standard deviation. The firm offers three broad strategy buckets — growth, income, and defensive — with growth portfolios concentrating on companies exhibiting accelerating revenue and margin expansion. The defensive sleeve explicitly seeks upside capture with downside mitigation. Navellier states its portfolios maintain low correlation to benchmarks, a feature it markets as reducing risk in multi-manager structures. Asset classes covered include US equities, dividend equities, and defensive equity allocations. Team size and total assets are not publicly disclosed. The firm is headquartered in Reno, Nevada and discloses no additional offices. Navellier publishes quarterly portfolio fundamentals against benchmarks and distributes frequent market commentary through its website, including a mid-week podcast and articles on IPOs and index milestones. In April 2026 it published its First Quarter 2026 review, consistent with its regular cadence of performance reporting. The firm invites prospective clients to request a confidential portfolio review administered by senior staff. The structural differentiator is the distribution model. Navellier bypasses institutional gatekeepers entirely, marketing portfolio strategies to thousands of individual investors through a content engine that includes articles, podcasts, and portfolio reviews. This direct-to-investor architecture makes the firm behave more like a research publisher with a fiduciary overlay than a traditional RIA or institutional manager. The succession structure is also notable — Louis Navellier remains CIO after nearly four decades, and key portfolio managers have held their seats since fund launches, creating an unusually stable investment committee for a firm of this profile.