The investment team at Gimbal Financial, an independent advisory firm, doesn't outsource all its investment management for clients anymore. Just two years ago, the Fishers, Ind., practice began using its own in-house investment strategy.

Every month, a team of investment managers gathers earnings estimates from numerous equity analysts, and then sifts through these to find securities that have gotten two or more annual earnings estimate increases within a six-month window. About 1,800 securities get into the initial haul, and then the investment team quickly sifts 800 names out of that before ending up with a portfolio of 15 stocks.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access