MarketGrader’s Carlos Diez: How He Beat 47 Out of 52 Benchmarks

By James EarlyOctober 31, 2023Posted in Investing, Investment Tactics

When 47 out of your 52 indexes have beaten their benchmarks over the past decade, you’re doing something right.

BBAE’s James Early spoke to Carlos Diez, CEO of smart beta pioneer MarketGrader, to find out just what that “right” thing is – or as much as Carlos would divulge. Which turned out to be plenty.

Watch this video to find out Carlos’ journey in building MarketGrader, why he chose 24 fundamental-leaning factors to base the model on, whether he prefers long walks or long talks – and more.

Watch the full video here.

Learn more about the MarketGrader portfolios available through BBAE.

This article is for informational purposes only and is neither investment advice nor a solicitation to buy or sell securities. Investing carries inherent risks. Always conduct thorough research or consult with a financial expert before making any investment decisions. Neither the author nor BBAE has a position in any investment mentioned.

Meet the Author

James Early

CIO @ BBAE

Meet James Early, the Chief Investment Officer at BBAE. James previously served as CEO of MarketWise’s China subsidiary, as well as Director of Research & Analysis at The Motley Fool. He's a frequent commentator in media such as CNN, BBC, CNBC, CCTV, WSJ, NYT, Fox, and Men's Health. James, a former hedge fund analyst (and current mountaineering enthusiast), enjoys building strategic partnerships and sharing Wall Street wisdom in Main Street parlance on the BBAE blog.