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CPMS empowers investment selection

Morningstar Quant Concepts

Interested in companies that have positive earnings momentum - and the ability to beat expectations? Consider this approach from Phil Dabo.

Intelligent, disciplined and precise investing

  • Person holding small flower

    Short Squeeze Strategy

    This quantitative approach to speculative investing from Brandon Strong can capture some of the outrageous returns we've been seeing when shorts are forced to sell.

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    Low Risk, High Growth Stocks

    Phil Dabo's strategy reduces market risk but also has higher reinvestment rates to capture stocks that are growing organically.

  • Cameras and pipe on top of a map

    Stock Picks for Rising Rates

    If you're looking for companies with deep pockets, attractive valuations and reasonable debt levels, Brandon Strong has the strategy for you.

  • Flower

    High-Yield U.S. Equities

    With dividend leaders outperforming in the downturn, Phil Dabo builds an income stock strategy that has beaten broad markets.

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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.

  • CPMS Quantitative Ratings

    Rely on proven, quantitative analysis and timely data

  • CPMS search

    Disciplined stock selection delivers superior returns

  • CPMS Reports

    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.

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