Zacks Investment Management
Born from Research, Built for Performance
Research Driven • Results Oriented • Client Focused
We do things
differently.
In the beginning, we set out to do something different from the industry standard, and we based it in thorough research, clear evidence and proven strategy. This is the way we’ve always done things, and it has allowed us to generate real results for our clients.
Pure Investing™ is
all about transparency.
In recent years, we looked around us and saw all kinds of complexity, non-transparency, alternative investments, and complicated partnerships. With Zacks, we take all this away, and what you get is Pure Investing™.
Zacks is really just a family business that has stayed true to founding beliefs. This is the real driver of success for Zacks and for those who invest with us.
Principal & Senior Portfolio Manager, Zacks Investment Management
Mitch Zacks is one of the Senior Portfolio Managers and Principals at Zacks Investment Management.
As creator of the Pure Investing™ philosophy, he has a 20-year history with the firm and numerous accolades, including:
- Expert on quantitative investment strategies, developing many of Zacks' proprietary models
- Author of a weekly finance column for the Chicago Sun Times and two books on quantitative investment strategies (Ahead of the Market and The Little Book of Stock Market Profits)
- Cum laude graduate of Yale University (B.Comm.) and the University of Chicago (MBA)
At the heart of investing is one basic reality:
Solid businesses grow over time, and by owning their stocks and bonds, you can participate in that growth. The more you invest, the more you grow. That’s the plain truth.
Pure Investing™ means you get a portfolio of stocks and bonds, and you get it with lower fees, so that more of your money ends up in your pocket.
We’ve been leading the industry in research since 1978.
Our founder, Len Zacks, published a seminal article in 1978 which first documented the value of using earnings estimate revisions to select stocks. His firm, Zacks Investment Research, sprang from that highly influential paper. Other innovations followed: the concept of the EPS surprise — now widely used in the investment industry — and the Zacks Rank, a proprietary stock-ranking model which is at the core of the Zacks investment philosophy.
By using our own databases, software, models and completely unbiased research, we are able to create custom stock and bond portfolios, all “in-house”. We eliminate the common industry practices of outsourcing many investment management and research services. The benefit can be seen in our 5 strategies currently ranked in the top 7% by Morningstar®1.
Top 1% Performance Ranking1
The Zacks Mid-Cap Core Strategy is in the top 1% in the Morningstar Mid Cap Blend Universe1.
Our Dividend Strategy in the Morningstar Large Cap Value Universe, Small Cap Core Strategy in the Morningstar Small Blend Universe, Focus Growth Strategy in the Morningstar Large Cap Growth Universe and All Cap Core Strategy in the Morningstar All Domestic Equity Managers Universe1 rank in the top 7% of their respective categories as of 3/31/2018.
Zacks Investment Management Born from Research, Built for Performance
Research Driven • Results Oriented • Client Focused
Past Performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or recommendation to buy, sell or hold a security. No recommendation or advise is being given as to whether any investment strategy is suitable for an particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as the date herein may or may not be realized and no opinion or representation is being given regarding such estimates. This material has been prepared by Zacks Investment Management, Inc. on the basis of publicly available information, internally developed data and other third-party sources and does not make any representation or warranty as to the accuracy, completeness or reliability of the information contained herein. Indexes are unmanaged and are not for direct investment. Investing entails risk, including possible loss of principal.
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No recommendation or advice is being given as to whether any investment or strategy is suitable for a particular investor. Returns for each strategy and the corresponding Morningstar Universe reflect the annualized returns for the periods indicated. The Morningstar Universes used for comparative analysis are constructed by Morningstar (median performance) and data is provided to Zacks by Zephyr Style Advisor. The percentile ranking for each Zacks Strategy is based on the gross comparison for Zacks Strategies vs. the indicated universe rounded up to the nearest whole percentile. Other managers included in universe by Morningstar may exhibit style drift when compared to Zacks Investment Management portfolio. Neither Zacks Investment Management nor Zacks Investment Research has any affiliation with Morningstar. Neither Zacks Investment Management nor Zacks Investment Research had any influence of the process Morningstar used to determine this ranking.