Quantitative Partners Inc.
Overview
Geoff Garbacz's Presentation at the Academy of Certified Portfolio Managers - New York 09/15/2023
QuantPartners Morning Note: News and Action Before the Bell Rings (Free!)
08/15/23 Zoom Video with Hedge Fund Telemetry's Tom Thornton talking about short interest data
August 2023 CAPIS Research Briefing Recap - Featuring Geoff Garbacz
Summary
Quantitative Partners, Inc, (QPI) was spun off from Independent Research Associates in 2002. Independent Research Associates was founded in 1995 by Geoff Garbacz and Jim Robinson when they started to represent three research products: Phil Erlanger Research, First Fax, and Jefferson Research. The third partner to join IRA was Jack Bahrenburg who joined in 1995. As time progressed, Geoff and Jack focused exclusively on research and trading applications while Jim focused on raising venture capital and alternative investment assets. Therefore, it made sense to divide IRA into two separate entities which occurred in 2002.
On the research and trading front, QPI represents several independent research firms and works with many institutional money manager clients as well as financial advisors and independent traders. Research partners include Phil Erlanger Research, Revelation Investment Research, Inc., The Trade Exchange and a variety of firms in the market intelligence space. In addition, QPI produces several internal models that are available for clients. QPI's research process includes constant testing and monitoring of our research vendor's models and results. The goal of QPI is to provide its clients quantitative research that is of high quality and proprietary in nature, with excellent performance results on a historical as well as an ongoing basis. QPI research firms have the unique ability to take data, turn it into information and convert it to knowledge. Once the knowledge has been attained, QPI seeks to use its knowledge of the research business to track, monitor and provide insights from a variety of fundamental and quantitative sources.
Since 2001, QPI has also been involved in the production and development of a variety of investment newsletters for individuals including but not limited to Erlanger Squeeze Play, Good Morning Wall Street, The Fred Report, Gold and Energy Options Trader, Options Index Trader as well as Superstock Investor. The involvement in these investment newsletters grew out of a demand to produce institutional quality research for the individual investor at a reasonable price. QPI is also currently ramping its own efforts with individual investors with the QPI Morning Note.
Goal of Research Business
At QPI, research means more than simply raw data and mathematical formulas; it is first and foremost a business relationship. Our goal is to offer money managers a variety of unique and powerful research products (tools) that can be adapted to meet individual portfolio needs and add value to performance numbers. QPI understands its clients. Working together with the research vendors, QPI tailors a comprehensive research strategy to help managers pick up situations they would otherwise be unaware of in today's fast paced market.
The QPI research platform is based on the premise that there are many factors influencing markets, sectors or particular stocks. Each of these factors should be considered both independently and as part of the whole, to obtain the most accurate and reasonable buy/sell forecast. In summary, QPI understands the entire forest, while the larger "franchise" firms tend to focus on individual trees.
How to Follow Us if Individual Investor?
Though we spend a great deal of our time serving our Institutional client base, we have also developed partnerships to several niches in the individual investor and financial advisor marketplace. Below are summary descriptions of those partnerships and links to them.
If you are an institution looking to get these products, then understand we do not allow such clients to access these products at the prices below. Financial Advisors that do not utilize soft dollars are able to get reduced pricing to our products and we discuss that below.
Good Morning Wall Street
This is the individual investor product from Phil Erlanger Research. The goal is to provide quality macro and micro viewpoints on markets. We also provide a Weekly Long Short Screen as well as individual stock picks view our Squeeze Play Alert. Third we provide a number of our daily scans from Erlanger Chart Room within that product. Pricing is $29.95 a month.
Erlanger Chart Room Retail
A version of Chart Room geared to the individual investor client. Customization is not available in this version nor are a variety of scans found on the institutional version. Pricing is $29.95 a month.
Erlanger Chart Room Valuelines
A daily email of the top equity indexes and their daily valueline levels at a cost of $149.95 a quarter as well as some custom charts. This product is also available to Bloomberg users that subscribe to the Bloomberg APP which cost $200 a month.
The FRED Report
The FRED Report provides clients the guidance they need to make sound investment decisions and successfully navigate the markets. Fred Meissner, CMT has a faithful following collected through the years practicing Technical Market Analysis since 1983 and from his work in the research departments of Merrill Lynch and Robinson-Humphrey/Smith Barney. Fred was past President of the The Chartered Market Technician Association (CMT). The Product includes:
- Weekly Market Updates via the Monday Newsletter and Mid-Week Update.
- Thursday Chartbook - Commentary on requested ticker symbols.
- Weekly Q&A Conference call. Listen in as Fred gives an update on current conditions and opens up the call to specific questions on the macro environment to individual stock requests.
QuantPartners: Morning Note
A daily email that quite honestly is the best morning email that you can get. Right now it is free so sign up. At some point we will begin to charge for it. If you sign up as charter member now, then you will get a discounted price.
Options Index Trader
Started in 2012, the goal is to trade the major equity index ETF options on an intermediate basis. Since inception, the batting average has remained above 70% and currently is at 79.41% on 243 trades with a total return since 2012 of 563.41%. Expect to see 3-4 trades a month that are high probability trades.
QPI Integration Process
QPI gives its clients information and knowledge that is proprietary. Some of this research may take time to grasp and utilize properly; QPI is here to teach and help its clients integrate the proprietary research tools to their business model. References of current QPI clients who have integrated us into their portfolio management systems are available upon request. Although QPI is a relatively young company, some of the largest names in the money management arena rely on our work, due diligence, guidance and consultation. As a research client, our clients get access to this expertise. Please contact us for more information. Integration with clients often occurs through Zoom and/or Screenleap.com/QPI.