Educate
Principles & Process
What
Educational content that helps users understand investing principles and how to apply systematic approaches to the market.
Why it matters
Users who understand the "why" behind our methodology become more engaged, more disciplined, and more successful.
How we do it
Education transforms users from tip-followers into systematic investors who understand why rules-based investing works.
Our methodology frameworks
QVM Stock Analysis - Quality, Value, and Momentum scoring for individual stocks.
3D Investing: Drivers, Diversity, and Discipline - Our master framework:
- Drivers - Buying shares exposed to return drivers (the QVM factors)
- Diversity - Portfolio construction and diversification
- Discipline - Maintaining high exposure to drivers through time (rebalancing, selling)
Key processes
- Structured education - Progressive learning paths through the Academy (a major focus over the next year or two)
- Research publication - Studies that validate our methodology
- Event-driven guidance - When events like profit warnings happen, users know what to do from a data-driven perspective because we’ve done the research
Content types
- Educational articles - Explaining QVM, factor investing, risk management
- Research studies - Data-driven validation of investment principles
- Webinars - Live learning with Ed and the team
- Guides - Step-by-step processes for common tasks
The outcome: Clarity
“Ah - I get it now” - Users understand not just what to do, but why it works. This creates lasting engagement.