CPMS empowers investment selection
Morningstar Quant Concepts
Choosing what stocks to invest in is hard, and knowing when to sell them is harder still. Welcome to Quant concepts, a weekly series where our experts explore different rules-based strategies for the North American equity market, leveraging Morningstar’s proprietary quantitative investment platform, CPMS™.
Intelligent, disciplined and precise investing
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Momentum Bets in the Face of Volatility
Josh Farruggio capitalizes on the ups and downs of the market by selecting these stocks with sustainable cash flow and good risk metrics.
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Steady Returns and Modest Income Strategy
This strategy from Brandon Strong has delivered a healthy blend of growth, value, income and momentum.
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Defensive Stocks with Consistent Dividends
This strategy from Josh Farruggio focuses on stocks with solid earnings growth, sustainable dividend payments and exceptional downside protection.
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Companies with Competitive Advantages
This strategy finds companies that may have more stability in volatile times and have outperformed throughout different market cycles.
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Want to Stay Invested?
This recession resistance strategy from Ryan Strong hasn't sacrificed alpha on the upside while defending on the downside.
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Diversify by Going Domestic
By including small American companies that benefit from domestic economic growth, Phil found a strategy that's outperformed in times of broad market uncertainty.
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Rely on proven, quantitative analysis and timely data
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Disciplined stock selection delivers superior returns
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Actionable reports provide stock picks and insights
Product demonstrations and complimentary trials
To arrange for a product demonstration or to request a free trial of Morningstar® CPMS™ please contact us at cacpmsupport@morningstar.com, or call 1-877-489-7074 ext. 3 then ext. 2 to speak to a representative.