Data and Tools

Quantamental Investing - A Century of Inventions

I am inspired by this list, especially if I imagine the investing world without this knowledge.

  1. DuPont Formula (Donaldson Brown, 1918)

  2. Value Investing (Benjamin Graham and David Dodd, 1928)*

  3. Dividend Discount Model (John Burr Williams, 1938)

Top Free Factor Investing Tools and Data Websites

Factor investing has been democratized. Having spent over 15 years as an institutional portfolio manager in factor-based strategies, I am amazed at the adoption rate of these approaches. I am now often asked by investors interested in factors for free web-tools to learn and experiment with factor-based technologies, and here are some of the best free sites that I recommend for factor investing: