Example of Results
Linden Thomas Earnings Focused Core Value Index
One example of why earnings quality matters, we took a traditional market-cap index and applied nine quality metrics.
Earnings-Quality Metrics for Linden Thomas Earnings Focused Core Value Index
We found that by applying our earnings-quality metrics, combined with enhanced investor ownership and controlling cost backtested over time, the cumulative results from 2006 to 2022 were 698.23% compared to a traditional large-cap index fund, the Vanguard 500, of 331.83%.
"Quality, ownership and cost DO matter."
~ Stephen L. Thomas
*Investing is subject to a high degree of investment risk, including the possible loss of the entire amount of an investment. An investor should carefully read and review all information provided by Linden Thomas Advisory Services, LLC (“Linden Thomas”), including, the Form ADV, Part 2A brochure and all supplements thereto, before making an investment. CLICK HERE to read our full disclaimers.