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Ocean of Opportunities
Helping you Identify and Catch the Best Investment
  ​Effective Research​​
Business Valuation
Performance
enables investors to understand the potential valuation of their portfolio and targets the most attractive opportunities irrespective of style
 
of several key fund holdings could detrimentally affect the overall fund performance. Our reports help you recognize the moderated valuation risks of a fund that holds a balanced number of companies 
is a fluid discipline requiring different models to capture nuances of a firm's growth and value characteristics
 

Our philosophy is 'we find better'

Angler Analytics Ltd provides quantitative quality research for 3,900 US public companies

The quant approaches are usually characterized by some “proprietary” weighted fundamentals variables accompanied by some thoughts or commentary. 

The Angler Analytics quantitative research combines the proprietary analysis of the changes of a company, using different fundamental data relative to historic norms of a company. Our quantitative research assembles weighted fundamentals data, followed by calculating the relative value of the fundamentals data over a period of time. Then, it evaluates company fundamentals relative changes in trend.  Lastly, it adapts over time, structuring the model output based on statistical distribution.

Angler Analytics quant research can blend and accommodate the unique styles of Carl Icahn, George Soros, Warren Buffet, David Einhorn, or Bill Ackman.

Companies are evaluated based on their own historical ability in order to consistently increase key investment-quality measures. This rewards companies that demonstrate proven efficiency, financial health, and disciplined growth environment. 

The Angler Analytics has two stock rating systems: the company Ranking and the Score. ​​

​​Companies are rated based on their own historical statistics. We look at the company’s own financial performance orientation, relative to its peers - Ranking -, and independent of their peers - Score.​​

Moreover, the ranking and score ratings depicts a stock’s performance within the category of Growth and Value. The ranking and score ratings are applied to almost all US public companies (except for a handful of companies that don't receive a rating or if there are too few data in a category to rate). The ranking and score ratings are updated monthly and they are calculated without any editorial input.​​

The Systematic Relative Rating System (SRRS) ​can be used to compare companies to their peers.  The systematic relative score is based on their own historical statistics, revealing a company’s financial performance.

The ranking and score ratings are applied to two fundamental dimensions: Growth and Value.  As a result, the Systematic Relative Growth (SRG) indicates that a company has the potential to grow quickly.  Similarly, the Systematic Relative Value (SRV) indicates if the stock has a strong value direction and if it can create shareholder value through gradual buy-backs and dividends payments.

3,900+ US Public Companies Research
Angler Analytics Ltd US equitiy research is updated monthly.  Cyclicality selected carefully to not trigger false alarms due to a short period of examination, or to be a lagger as a result of a large period. 
  ​Quantitative Analysis​​
 is an objective, quantitative stock research that evaluates company fundamentals relative changes in trend.  It adapts over time, structuring the model output based on statistical distribution
  Angler Analytics Advantage?​​
  It is quantitative - features adaptive stock ratings based on a company's financial performance. It is replicable - the research can be duplicated for each company and for different time periods. It is objective - it identifies strengths and weaknesses using hard-data rather than the soft-data analyst opinions

creative approach

Why Angler Analytics
Quant Research?


'Words Matter a Lot, but the Key Fundamentals Relative Changes in Trend Counts for More'
Angler Analytics ranking features a novel approach on assembling data based on historical performances and data characteristics.    

Evaluates companies' ratings in two dimensions: its own strength and performance relative to its peers

objective

Quantitative stock research that examines hard-data, companies’ fundamentals.  It excludes soft-data, analysts’ perspectives or emotions from the assessment process

replicable

Using hard-data the reseach can be recreated month-by-month that allows investor or researcher to determine the evolution of the company's strength and performance 


Angler Analytics' ratings can generate new investment ideas for retail investors or Goldman Sachs, Barclays, UBS, Morgan Stanley, Credit Suisse, or Vanguard institutional investors.  It enables portfolio analysis, quality assessment and attribution for uncommon holdings.

The Angler Analytics research provides a new insight that the Financial Times reporter or WSJ journalist can talk about. Moreover, if business activities are supposed to be roughly similar and the Angler Analytics research indicates different things, then businesses are actually more likely doing different activities.

METHODOLOGY
 assembling fundamentals data
add secret recipe
final grade
fundamentals data
The fundamentals data were carefully selected to reflect the companies’ potential increase in strength, capital adequacy, growth path, and asset performance. 

  • Two Book Value Per Share metrics
  • Two Cash Flow Yield metrics
  • Two Earning Yield metrics
  • Sales Yield
  • Working Capital Per Share
  • Two Net Income metrics
  • Buy Back Yield
  • Dividend Yield
  • Forward Dividend Yield

SRG

SRV

We collect the selected financial data since 2009, where available.  The year 2009 was purposely selected to reflect the recent shift in companies’ behavior, technological trends, rapid products/services development and volatility. 

secret receipe
Our secret receipe has two parts: 1) original method to calculate relative value of the fundamentals data over a period of time to determine the strength and weakness of the fundamentals, and using two fundamentals metrics; 2) novel approach to determine the level of historical change.

The Angler Analytics Ltd research algorithm calculates relative changes in trends by determining the recent fundamentals changes and evaluating it with comparable historical rates. 

Moreover, to have uniformity and repeatability of how we evaluate companies, Angler Analytics Ltd associates fundamental performance to companies’ market cap (price and outstanding volume).  This make the case for releasing updated reports on a monthly basis.  Since fundamental data is updated in three-month cycles and market cap is updated daily, it is advised to select a cyclicality that is not affected by false alarms generated by quick swings in stock prices and that uses consistent financial data.    

our grading
Companies are scored based on their own historical statistics. The Angler Analytics has two stock rating systems: the company Ranking and the Score.

Ranking

We are looking at the companies’ financial performance direction relative to their peers in the same industry group. This helps identify companies that support their product cycle without saturation of other companies' products or offerings.

​The companies are ranked on a 1-13 scale, 13 being awarded to the most favorable. A company must have a calculated performance for the recent period and the historical reference. 

Score

We are looking at the companies’ own financial performance orientation, independent of their peers in the same sector group. This helps identify companies that provide 1) new products and services; or 2) re-establishes investment-quality progress without being adversely compared to companies that have already established a solid base.

​The companies are scored on a 1-13 scale, 13 being awarded to the most favorable. A company must have a calculated performance for the recent period and the historical reference. ​​


The ranking and score ratings are applied to two fundamental dimensions: Growth and Value.

The Systematic Relative Growth (SRG) indicates that a company has the potential to grow quickly.​ 

​​
Similarly, the Systematic Relative Value (SRV) indicates that the stock has a strong value direction and if it can create shareholder value through gradual buy-backs and dividends payments.  

Performance Overview​​

Buying the SRG Scores rated S&P© 500 stocks* with a score of 13, the Angler Analytics ' SRRS performance is extraordinary 

* stocks higher than $1.00; rebalance  ten times a month
  Start date 2015-01-06
End date 2018-07-06​​​
​Total months 42

Performance Studies

  SPY

43.61%
SRG Scores S&P© 500
​evaluation
SRG Scores Russell© 1000
​evaluation
Angler Analytics' Systematic Relative Rating System (SRRS)
Beats the Stock Market

July 2018 Edition​
  If applicable VAT charges will be added

Systematic Relative Growth and Value Ratings

£890.00
PURCHASE
NOW
A quick glance at 3,900 US public companies’ growth and value characteristics

INCLUDES 1 PDF FILE, 3,900+ Companies, 1,900+ pages, 5 years of data

The companies are rated on a 1-13 scale, 13 being awarded to the most favorable
what do you get?
An e-book containing Angler Analytics quantititative research on 3,900 US listed companies. The output data presented is for the last 5 years 
  1. 1
    summary
    3,900 companies's general information and current month SRG and SRV ratings (ranking and scores)
  2. 2
    srg
    for each company, 5 years of systematic relative growth (SRG) data
  3. 3
    srg ranking
    or each company, 5 years of systematic relative growth (SRG) ranking, color coded
  4. 4
    srg score
    or each company, 5 years of systematic relative growth (SRG) score data color coded
  5. 5
    srv
    for each company, 5 years of systematic relative value (SRV) data
  6. 6
    srv ranking
    or each company, 5 years of systematic relative value (SRV) ranking data color coded
  7. 7
    srv score
    or each company, 5 years of systematic relative value (SRV) scored data color coded

July 2018 Edition​
  If applicable VAT charges will be added

Systematic Relative Growth and Value Ratings

£890.00
PURCHASE
NOW
A quick glance at 3,900 US public companies’ growth and value characteristics

INCLUDES 1 PDF FILE, 3,900+ Companies, 1,900+ pages, 5 years of data

The companies are rated on a 1-13 scale, 13 being awarded to the most favorable
  1. SUMMARY - sample
    0
    SUMMARY - sample
  2. SRG - sample
    1
    SRG - sample
  3. SRG RANKING - sample
    2
    SRG RANKING - sample
  4. SRG SCORE - sample
    3
    SRG SCORE - sample
  5. SRV - sample
    4
    SRV - sample
  6. SRV RANKING - sample
    5
    SRV RANKING - sample
  7. SRV SCORE - sample
    6
    SRV SCORE - sample
an innovative idea:  Angler Analytics’ Ratings
How to identify equity market candidates and profit using Angler Analytics quantitative rating
As an investor, you need two things:
  1. A criterion that predicts where the next investment will be (which asset classes) based on market research and psychological criteria.  The human “investment judgement” will also need to be supplemented by quantitative market research that assesses the opportunities against wide sources of financial information. Based on the outcome of both, the investor then gains exposure to that asset class.  
  2. A trading strategy that sets the rules that can be followed. Effectively one or more algorithms that highlight assets ready to boom and a system, with risk controls, to take advantage.
 
Filtering criteria to identify sectors/assets that are “undervalued” and have potential growth perspective, nevertheless also recognize sectors/assets out of favor that market values have been pushed below their true worth.  After that identify factors that might change market perception and obviously also identify any true reasons why things are as they are.

Using Angler Analytics quantitative rating model to shortlist candidates such as asset classes or individual stocks you then analyze the shortlist to weed out the obvious non-starters based on a wider knowledge of the financial press.  


You have a mathematical approach to financial markets and how the markets behave.

According to market theory, markets behave rationally and the given price of an asset in a free market is based on all public market information.  This is only part of the story.

I have a different view of financial markets and observe that they do not move rationally some, or indeed all, of the time.  The missing element is psychology and human behavior.  The history of financial markets is characterized by a series of bubbles in asset prices which are driven by a massive herd of investors who follow the latest “new thing”.

There is substantial capital chasing returns on assets and this “hot money” moves fairly rapidly from one asset class to another.  When the spotlight falls on an asset class that is undervalued, or is perceived as undervalued, the prices of these assets inflate, usually to levels far in excess of their fair value, as more money piles in.

It seems that the trick to making money is recognizing these assets before the herd and investing before the values become too inflated.  Having jumped on the wave you can either actively trade in and out of the asset taking profit/hedging the downside on a daily, hourly, minute by minute basis or simply take a long position and cash out at a pre- agreed profit condition.  Nota Bene, as bubbles inevitably burst it is important to be disciplined and not too greedy and have rules you stick to.


You can blend Angler Analytics research with other filters such as 1) Sectors, Groups or Industry; 2) Market cap; 3) Investment style; 4) Market Valuation; or under valuation indicator or ratios
 
Angler Analytics rating allows you to construct different investment ideas by creating different filters such as: 
  • Top 10 companies filtered by (high SRV score + Small Cap + Industry); or
  • Companies filter by (greater than the 80% SRG ranking/score pair + Group); or
  • Bottom 5 companies filter by (low SRG score + Large Cap + Group)
  • Top 25 companies filter by (uncertain SRG score trend + high standard deviation SRV value + Sector)
  • Companies filtered by (low SRG rating/score pair + high short ratio)
  • Companies filtered by (low SRG rating/score pair + low short ratio)
  • Top 5 Industries filtered by (3 sigma Industry SRG)
If you'd like
Angler Analytics'
US Equity quantitative research for the last
5 years on 3,900+ public companies, 
buy our e-Book.
Disclaimer​​
Any opinions, views, news, research, analyses, prices or other information contained on this website is provided as general market commentary and are not intended to constitute investment advice. Angler Analytics LTD will not accept liability for any loss or damage, including without limitation to, any loss of profit, which may arise directly or indirectly from use of or reliance on such information.


July 2018 Edition​
  If applicable VAT charges will be added

Systematic Relative Growth and Value Ratings

£890.00
PURCHASE
NOW
A quick glance at 3,900 US public companies’ growth and value characteristics

INCLUDES 1 PDF FILE, 3,900+ Companies, 1,900+ pages, 5 years of data

The companies are rated on a 1-13 scale, 13 being awarded to the most favorable
  1. This new Systematic Relative Growth and Value score will allow investors to identify at a glance those companies in a portfolio with potential fundamental risks before it has a meaningful impact on their investments

    GIGEL MARINESCU

  2. With an increasingly volatile market, it's clear that many fiduciaries will want to be informed of their portfolio most attractive opportunities and recognize valuation risks in time to act

    GIGEL MARINESCU

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Tel +44 (0)20 3897 2241