Research Excerpts

8 Reasons To Make Us Your Investment Research Provider

Posted on: Friday, July 3rd, 2015

Asbury Research provides a top down macro analysis of the US financial landscape to financial professionals, including Financial Advisors and Registered Investment Advisors, based on a broad array of technical, quantitative and behavioral inputs. 

Our focus is on the US markets, but our scope is global as we utilize our own database of intermarket relationships to determine where asset prices may be  headed domestically based on correlated markets overseas.  This approach provides us with more inputs, which helps us to be more consistently correct on market direction.

  1. Independence:

    Asbury Research has no affiliations with broker-dealers, banks, or other financial institutions. Our sole objective, and how we get paid, is to provide our subscribers with investment ideas that either make money or avoid losing money.

  2. Experience:

    John Kosar, Director of Research began his career in the Chicago futures pits in the 1980s, which turned out to be an incubator for his integrated intermarket approach and “under the hood” understanding of how financial markets work.

  3. Clear, Actionable Investment Ideas:

    Asbury Research gives conclusions. We are strategic 1-2 quarters out and tactical within 30 days. This means that we provide our subscribers with actionable intra-month buy and sell ideas that attempt to capture 70% or more of an intermediate term price trend.

  4. Comprehensive Macro Scope:

    We are not bottom-up stock pickers, but rather utilize an integrated top-down macro approach that produces integrated, cross-checked strategies for the US stock market, US market sectors, US interest rates, the US Dollar, and alternative investments like commodities and REITs.  We utilize ETFs to provide specific, actionable investment ideas in all of these assets.

  5. Quantitative / Technical Process:

    Our investment strategies are based on objective, repeatable metrics including investor asset flows, statistical relationships between various domestic and global financial asset prices, and price patterns that have consistently repeated themselves throughout history – rather than vague, anecdotal opinions on the latest economic data or geopolitical conflict.

  6. Unique Metrics:

    Asbury Research’s stock market sector research is based on our own in-house metrics that: 1) first define historically over-invested and under-invested US market sectors based on ETF asset flows, 2) then look for asset flows to support a move back towards historical norms of investment and, finally, 3) overlay price momentum-based metrics to confirm that the expected price move in the sector is actually underway.

  7. Performance:

    Our Correction Protection Model (CPM) for the US stock market has captured 1,170 basis points in the S&P 500 from 2007 through Q2 2015 (+82%), almost doubling the S&P 500’s 645 basis point rise (+45%) during the same period by simply avoiding downturns.  Moreover, CPM has produced this performance with half the volatility of returns in the S&P 500, and without using any leverage, short positions, or derivatives. Our model is binary — it is either in the market or out of it — and outperforms by simply being invested when stock prices are going up and not being invested when they are going down.

  8. Our Clients Love Us:

    One of many client testimonials:

    “Asbury Research is our most balanced and detailed research tool.   John (Kosar, Asbury’s Investment Strategist) looks at the markets with a macro view, taking into account a host of factors for each asset and situation.  We’ve worked with a lot of people who have a very narrow view of the markets, and who seem more interested in hiding their secret sauce or hedging their advice than in providing real value in investment analysis, which is why John is so refreshing. And perhaps most valuable of all, John Kosar focuses on tracking leading indicators, not lagging indicators, and turning them into actionable signals. We look forward to our future in partnership with Asbury Research.””

    Independent Financial Advisor, St. Paul Minnesota

Contact us via email at sales@asburyresearch.com or by phone at 1-888-960-0005 to get further information pertaining to pricing and services.  Sample reports/research trials are available.