Investment Research & Strategies

Research and strategies built for "real world" application by Advisors.

Research Strategies

We offer a variety of strategy research indcluding Passive and Dynamic ETF models and a series of unique Equity Baskets that own individual stocks. The strategies are mechanical in nature and are based on academic research.

Real World Application

Strategies that trade frequently or hold large number of postions, may be difficult to manage on a regular basis. Our research strategies are constructed with these issues in mind making them applicable to real world scenarios.

Online Portal

Our research strategies are upated daily on the online portal allowing you to monitor the strategies on demand. General strategy overviews, risk and return stats, daily holdings updates and much more is available.

Working With Us

Our Research Only service is ideal for investors or advisors who manage thier own trading functions. Our Research and Trading service is suited for investors or advisors who seek to outsource the trading functions.

To learn more about our services or to request a demo, please contact us at:

ABO Research strategies are intended for professional and academic research only. Charts and graphs are provided for illustrative purposes. Past performance is not an indication or guarantee of future results. The charts and graphs reflect hypothetical historical back-tested performance. All information presented is back-tested. Back-tested performance is not actual performance, but is hypothetical. A limitation of using back-tested information is that the back-tested calculation is generally prepared with the benefit of hindsight. Back-tested data and/or information reflects the application of the methodology and selection of stocks in hindsight. No hypothetical record can completely account for the impact of financial risk in actual trading. Actual returns may differ from and be lower than back-tested returns. For example, there are numerous factors related to the equities, fixed income, or commodities markets in general which cannot be, and have not been accounted for in the preparation of the index information set forth, all of which can affect actual performance. The returns shown do not represent the results of actual trading of investable assets/securities. ABO Research maintains the strategy and performance shown or discussed, but does not manage actual assets. Returns do not reflect payment of any sales charges or fees an investor may pay to purchase the securities underlying the strategy. The imposition of these fees and charges would cause actual and back-tested performance of the securities/fund to be lower than the strategy performance shown. ABO Research and its third party licensors shall have no liability for any errors, omissions, or interruptions of any strategy or the data herein. It is impossible to invest directly into a back-tested strategy. ABO Research is not an investment or tax advisor and makes no representation regarding the advisability of investing in any such back-tested strategy. ABO Research data providers include Norgate Premium Data and CSI Data.