Zacks Investment Management Performance: A Comprehensive Review

Introduction

Zacks Investment Management is a renowned investment firm that offers a range of investment strategies to individuals and institutions. Founded in 1992, the firm has grown to manage over $4.6 billion in assets. In this article, we will review Zacks Investment Management’s performance and provide insights into its investment strategy.

Investment Philosophy

Zacks Investment Management follows a value-based investment philosophy that focuses on investing in undervalued companies with strong fundamentals. The firm uses a proprietary stock ranking system, the Zacks Rank, to identify stocks that are likely to outperform the market. The Zacks Rank evaluates stocks based on earnings estimate revisions and earnings surprises, among other factors.

Performance

Zacks Investment Management has a strong track record of performance. According to its website, its flagship Large Cap Core strategy has outperformed the S&P 500 Index over the past 10 years. The strategy has an annualized return of 11.7%, compared to the S&P 500’s return of 10.2%.

Investment Strategies

Zacks Investment Management offers a range of investment strategies, including Large Cap Core, Small Cap Core, All Cap Core, and Dividend Income. Each strategy is designed to meet the unique needs of investors. For example, the Dividend Income strategy is geared towards investors seeking income and stability, while the Small Cap Core strategy is designed for investors seeking higher growth potential.

Portfolio Construction

Zacks Investment Management constructs its portfolios using a disciplined and systematic approach. The firm focuses on diversification and risk management, with the goal of achieving consistent long-term returns. The firm’s investment team conducts rigorous fundamental research to identify undervalued stocks with strong fundamentals.

Client Service

Zacks Investment Management prides itself on delivering exceptional client service. The firm’s investment professionals work closely with clients to understand their investment needs and goals. The firm also provides regular communication and reporting to keep clients informed about their investments.

Risk Management

Zacks Investment Management places a strong emphasis on risk management. The firm uses a variety of risk management techniques, including diversification, to mitigate risk in its portfolios. The firm also monitors its portfolios regularly to ensure that they remain aligned with clients’ investment objectives.

Conclusion

Zacks Investment Management is a well-respected investment firm with a strong track record of performance. The firm’s value-based investment philosophy, proprietary stock ranking system, and disciplined portfolio construction approach have all contributed to its success. For investors seeking a reliable and experienced investment manager, Zacks Investment Management is definitely worth considering.

People Also Ask

Q: What is Zacks Investment Management? A: Zacks Investment Management is an investment firm that offers a range of investment strategies to individuals and institutions. Q: What is Zacks Investment Management’s investment philosophy? A: Zacks Investment Management’s investment philosophy focuses on investing in undervalued companies with strong fundamentals. Q: How does Zacks Investment Management construct its portfolios? A: Zacks Investment Management constructs its portfolios using a disciplined and systematic approach that focuses on diversification and risk management. Q: What is Zacks Investment Management’s track record of performance? A: Zacks Investment Management has a strong track record of performance, with its flagship Large Cap Core strategy outperforming the S&P 500 Index over the past 10 years. Q: Does Zacks Investment Management provide regular communication and reporting to clients? A: Yes, Zacks Investment Management prides itself on delivering exceptional client service and provides regular communication and reporting to keep clients informed about their investments.