Navellier & Associates

Navellier & Associates

Navellier & Associates was founded in 1987 by Louis Navellier, who began publishing his quantitative analysis on growth stocks in 1980 and started managing private accounts for high-net-worth individuals seven years later. The firm operates from Reno, Nevada, and has spent over three decades serving individual investors through separately managed accounts rather than pooled funds. Its public commentary, including daily market podcasts and newsletters, reinforces a posture built around stock-level fundamentals and near-term market inefficiencies. The investment process combines three sequential steps. First, a proprietary quantitative screen ranks the investable universe by reward — measured as alpha — against risk, measured as standard deviation, narrowing to only the top percentiles. Second, fundamental screens isolate companies with superior earnings growth, exceptional profit margins and reasonable forward price-to-earnings ratios. Third, a proprietary optimization model constructs portfolios that maximize expected alpha while minimizing expected standard deviation. The result is a high-active-share growth mandate that typically exhibits low correlation to its assigned benchmarks. Navellier runs multiple portfolio strategies, including pure growth, dividend growth and defensive equity, each targeting a different risk-return profile. The firm discloses no aggregate assets under management, and no third-party publication has pinned a reliable AUM figure at the time of writing. Navellier’s leadership team — still headed by Louis Navellier as Chief Investment Officer — emphasizes that the same professionals who launched the firm’s top portfolios continue to manage them decades later. The firm maintains a single office in Reno and runs a private client group that conducts confidential portfolio reviews for prospective investors. Navellier is not a multi-asset platform or a family-office affiliate; its differentiation rests on a founder-led quantitative growth process that has remained consistent since the 1980s. Succession risk is the obvious structural question: the investment engine is built around a single named decision-maker, and no public filings name a deputy CIO or a formal transfer-of-control mechanism (per firm website). That concentration is both the firm’s edge and its evident governance tension.