The Market Realist approach
At Market Realist, we’re committed to providing unbiased, highly engaging, institutional-quality investment research and analytics. Our mission is to democratize investment management. That means our research is useful and accessible for both investment professionals and individual investors.
We currently publish more than 2,000 research articles per month. We cover over 2,000 fundamental data points. Plus, Market Realist is the largest, fastest-growing provider of investment research focused on exchange-traded funds, or ETFs. We also cover master limited partnerships (MLPs) and real estate investment trusts (REITs). We’re expanding our fundamental research to include every security in the S&P 500.
Our research offers the following advantages.
- A sole focus on key drivers of long-term value. Analysts at Market Realist help identify the long-term trajectory of public investments. We focus on the top factors affecting industry returns. Our research is not a good fit for investors interested in generating quick investment gains or in short-term trading. Market Realist investors look much farther ahead than next quarter’s earnings when forming their investments theses.
- Original analysis based on primary data. Each Market Realist article discusses and explains the relevant primary data affecting the valuations of public investments. Our analysis isn’t founded on secondary sources like the news and opinions that you can find on other investment websites. Instead, our analysis is always based on original research and key primary data that’s often not widely available to retail investors.
- Heavy emphasis on passive investing. Research has shown that passive investing—for example, through ETFs—outperforms active investing. The average total return since January 2005 for U.S. actively managed mutual funds was only 2.47% after fees and dividends. During the same period, the total return of simply investing in the market through the S&P 500 ETF was 40.59%. By emphasizing passive investing and pragmatic asset allocation, we believe your portfolio will perform better than it would with traditional mutual funds.
Market Realist embraces the exciting technological transformation of investment information services. We’re committed to sharing quality investment information through our research articles and analytics as well as through new initiatives like videos, investing tools, and subscription products. Our partnerships with industry leaders like BlackRock and Yahoo! strengthen our institutional-quality analysis.
The Market Realist team
Our world-class team comprises talented investment professionals and financial media executives who are passionate about democratizing investment management. Each Market Realist analyst has several years of professional research experience working at major hedge funds, banks, or financial media and technology companies like Goldman Sachs, Bridgewater, Elliott Management, Seeking Alpha, CBS, Marketwatch, Yahoo! Finance, McKinsey, Bank of America Merrill Lynch, UBS, and JP Morgan. Below are some of the top senior analysts at Market Realist.
Daniel Truque — Dan is the director of research operations at Market Realist. He joined the team from Bridgewater Associates, the world’s largest hedge fund. Dan previously worked in both Leveraged Finance and Mergers & Acquisition at HSBC. Prior to banking, he was a consultant for McKinsey & Company’s risk management practice. Dan has a master’s degree in electrical engineering from MIT.
Marc Wiersum, MBA — Marc has 18 years of investment research experience. He has worked at a range of investment firms, including HSBC, Bank of America, Mizuho Securities, and JP Morgan in roles ranging from equity analyst to vice president. Marc has particularly strong experience covering East Asian equities, having lived for nine years in Japan. He graduated in 1995 with an MBA from the University of Chicago.
Ingrid Pan, CFA — Ingrid is an analyst at Market Realist in New York City who has four years of experience as a senior analyst at Bank of America Merrill Lynch, where she focused on covering the energy sector. She also worked in a trading role at Five Rings Capital and in equity research at Goldman Sachs. Ingrid graduated with a 3.7 GPA from New York University and recently passed her three CFA exams.
Brent Nyitray, CFA, MBA — Brent has over 17 years of experience in the investment industry. He ran the European Risk Arbitrage trading desk at Bear Stearns in London and also has experience as a senior analyst at several hedge funds, including Elliott Management. Brent has an MBA in finance from the Simon School of Business at the University of Rochester.
William Lowry, MBA — William has over 21 years of experience in banking and in the investment industry. He has broad-based experience across several asset classes, including private placements, investment-grade bonds, leveraged loans, high yield bonds, and CLOs. He was recently a director in the High Yield group at Aladdin Capital. William has an MBA from the Thunderbird School of Management.
Xun Yao Chen — Xun is an analyst based out of Market Realist’s New York City office who was an investment analyst for four years. Previously, Xun worked at Puji Capital, a merchant bank and private equity firm based in Shanghai. He was also a business consultant for Mic.co in his native Japan. Xun graduated summa cum laude from Boston University with dual degrees in economics and business.
Phalguni Soni, CFA — Phalguni is a retail analyst at Market Realist. Phalguni has had nine years’ experience in Canada, Dubai, and India. She has worked in analyst roles at Great Canadian Gaming Corp., Dubai World, Lusight Research, TradeBriefs, and Global Education Management Systems. She received a degree in commerce from the University of Calcutta and placed at the top of her class.
Puneet Sikka — Puneet is a senior analyst at Market Realist. He has over 13 years’ experience working in the global technology sector. He worked previously as an analyst at Citigroup and as a research analyst for Trefis. Puneet was also a senior investment professional at Masan Private Equity. He received a degree in chemical engineering from the Indian Institute of Technology.
The Market Realist team doesn’t maintain any investments in the stock market. All of our analysts adhere to a stringent trading policy that prevents them from covering any of their investments in the past 90 days. Through this approach, our team publishes unbiased and independent investment research.