MOATEY — Fundamental
Systematic value investing on global equities.
A proprietary GARP framework combining Lynch-style classifications, a competitive-moat indicator, and a conservative DCF valuation. Every constituent of the universe is re-scored each quarter; only the highest-rated names enter the portfolio. No analyst estimates. No human overrides. Validated by Tilburg University.
MOATEY — Cumulative Growth
Growth of $10M, 2003 → 2023 · quarterly rebalance
Backtest. Quarterly rebalance, transaction costs included. Net-of-fees variant uses 1.2% management fee + 10% performance fee with high-water mark. Past performance is not indicative of future results.
Rolling 5-Year Outperformance
Every quarterly start date · MOATEY return minus benchmark, in percentage points
Each bar represents a 5-year window starting at the indicated quarter. MOATEY outperformed the benchmark in 90 of 96 US windows (1995–2023) and in all 51 NIFTY 500 windows (2008–2025). Past performance is not indicative of future results.