Jasper’s strategy is designed to maintain volatility consistent with market index levels while achieving superior performance compared to any index.

At its the fourth year since inception, Jasper’s Funds have outperfomed both MSCI World and SPY.

Methodology

Problem

Professional equity research typically begins with screening of thousands of stocks using conventional factors—leverage, profitability, growth, and quality metrics—then overlays industry and company-specific fundamental analysis. While this process makes intuitive sense, 96% of equity funds have underperformed market indices.

Deconstruction

Over the past eight years, my work has broken this paradigm. Through the analysis of hundreds of fundamental and market-derived data series, I have proven why the standard screening-and-forecasting playbook fails to generate alpha through unintended factor exposures and behavioral biases.

Solution

I developed a selection framework that integrates quantitative validation for qualitative data analysis. 
It isolates, via empirical testing, the fundamental factors that actually exhibit robust, predictive power for forward returns. Spoiler: Traditional favorites—low debt, high ROE, earnings growth, and generic “quality” composites—are not amongst the drivers.

Outcome

A repeatable stock-selection process that captures pure exposure to both established and newly discovered factors across global, regional, and thematic universes.

Here are the numbers.

Performance Statements are available here.

Diversification & Volatility

Asset Class: Equity

Market: Global

Strategy: Value, Growth, Investment, Size

Leverage: 1:1 (no leverage)

ACHV Achieve Life Sciences
BDTX Black Diamond Therapeutic
BRCC BRC
BTM Bitcoin Depot
CLOV Clover Health Investments
EXFY Expensify
EXPI eXp World Holdings
FLUX Flux Power Holdings
GRWG GrowGeneration
HIHO Highway Holdings
HITI High Tide
HNST Honest Co
LFMD LifeMD
MED Medifast
NBY NovaBay Pharmaceuticals
NRDY Nerdy
REAX Real Brokerage
RGC Regencell Bioscience
TRUE TrueCar
YCBD cbdMD

Jasper does not hold the credentials of a financial professional, and thus, the information provided here does not constitute financial advice.

Beginning in 2017 with no prior experience, Jasper was initially drawn to Forex and commodity spot trading, relying on technical analysis (I know, right?!)

Jasper’s commitment to backtesting and quantitative analysis protected his early investments from substantial losses over a period exceeding two years.

Jasper frequently noted that Forex trading instilled the importance of disciplined risk management and the patience required to await market signals.

In 2020, dissatisfied with his limited progress, Jasper redirected his efforts toward stock investing.

He thoroughly studied the works of Peter Lynch, Joel Greenblatt, Warren Buffett, Charlie Munger, and all available CFA and CISI materials.

Among his contemporary influences are YouTuber Ben Felix of PWL Capital and Patrick Boyle, a respected figure in the rap world.

It required an additional two years for Jasper to master investing principles and develop a viable strategy.

Jasper places significant trust in a multi-factor, systematic approach to investing, to the extent that he acquired proficiency in the Python programming language for large-scale data analysis.

He has achieved his greatest success with an equally weighted portfolio of 25 stocks, selected primarily based on value, profitability, growth, investment, and size.

In both prosperity and loss, the question isn’t ‘How much?’ but ‘Am I sticking to my strategy?’

The strategy itself is the key.

The temptation to abandon it will rise at its lowest point, but remember: discipline is the true path to riches.

Jasper