• Asset Managers

    Sabrient offers quantitative, qualitative, and hybrid solutions for alpha generation and risk management.

    Asset Managers

  • Wealth Managers

    Sabrient tools and research enhance the investing experience for retail customers of brokerage firms, professional advisors, and private wealth managers.

    Wealth Managers

  • Fund Providers

    We create niche and macroeconomic index strategies for providers of ETFs and mutual funds.

    Fund Providers

  • Performance

    Sabrient’s strategies and rankings have consistently outperformed comparable indices over the past 10 years.

    Performance

  • Financial Advisors

    We offer research, rankings, and tools on equities and ETFs for financial advisors and professional money managers.

    Advisors

Welcome!

Sabrient Systems, LLC is a rapidly growing, independent equity research company based in Santa Barbara, California. We build powerful investing strategies using financial models based on a quantitative analysis of fundamental data of publicly traded equities. Our clients include portfolio managers, wealth managers, financial advisors, and fund providers. Through subsidiary Gradient Analytics, we offer analyst-driven research reports based on earnings quality and forensic accounting.  More

Forward Looking Value, 3 Launched

Jun 23, 2015: The Sabrient Forward Looking Value Portfolio (FRVISX), third in the series, was launched by First Trust Portfolios on June 22. This UIT seeks to find companies that are positioned to perform well in the near future by "looking forward" at anticipated earnings over the next few years. The stocks in the portfolio are selected by applying a comprehensive investment strategy developed by Sabrient. For a prospectus or fact sheet, please visit FirstTrustPortfolios.com.

 

Defensive Equity UIT, 4 Launched

Jun 30, 2015: The Sabrient Defensive Equity UIT (FEATWX), fourth in the series, was launched by First Trust Portfolios on June 29. This UIT seeks to find companies that are positioned to perform well in environments of falling stock prices but also those companies that have the potential to provide solid performance in rising markets. The stocks in the portfolio are selected through an investment strategy process developed by Sabrient. For a prospectus or fact sheet, please visit the First Trust website.

Even with many of the global issues pushed off the front page, eager bulls found yet another reason to keep the troops in the barracks. The only newsworthy items are related to corporate earnings reports, which have been mixed at best, interspersed with the occasional spectacular report -- primarily from mega-caps like Google (GOOGL), Facebook (FB), or Amazon (AMZN). Read more about Sector Detector: Lackluster earnings reports put eager bulls back into waiting mode

We all know the big news stories that have kept both corporate leaders and investors in a semi-state of paralysis. They involve the future of Greece in the Eurozone, China’s growth and stock market stability, and the Federal Reserve’s plan for gradually normalizing the fed funds rate. I noted in my article last week that the technical picture appeared to be firming up for the bulls as the 200-day moving average kicked in with solid support and traders seemed to be doing an orderly retreat-and-retrench rather than panic-selling. Read more about Sector Detector: Stocks break out from their holding pattern as global uncertainties begin to settle out

Of course, all eyes have been on Greece in an ongoing saga that, although critical to the Greeks, is mostly just an annoying distraction for global investors -- partly because it has been going on for so many years, with the proverbial can of inevitability continually being kicked down the road, and partly because there can be no winners in this intractable situation. Read more about Sector Detector: Bulls prepare for a new buying opportunity, courtesy of Greece

Two weeks ago, bulls seemed ready to push stocks higher as long-standing support reliably kicked in. But with just one full week to go before the Independence Day holiday week arrives, we will see if bulls can muster some reinforcements and make another run at the May highs. Small caps and NASDAQ are already there, but it is questionable whether those segments can drag along the broader market. To be sure, there is plenty of potential fuel floating around in the form of a friendly Fed and abundant global liquidity seeking the safety and strength of US stocks and bonds. Read more about Sector Detector: Bulls under the gun to muster troops, while bears lie in wait

After a brief pullback to retest support levels, it appears that bulls may be preparing to take the market higher. Although retail investors are still hesitant, risk-taking among institutions is apparent. Cheap cash from abundant global liquidity is hungry for higher returns. Margin debt is high. Credit spreads are low. Subprime loans are back in vogue. Small caps and the banking sector in particular look ready to resume a leadership role. Read more about Sector Detector: Bulls may be getting ready to push stocks higher

Early last week, stocks broke out, with the S&P 500 setting a new high with blue skies overhead. But then the market basically flat-lined for the rest of the week as bulls just couldn’t gather the fuel and conviction to take prices higher. In fact, the technical picture now has turned a bit defensive, at least for the short term, thus joining what has been a neutral-to-defensive tilt to our fundamentals-based Outlook rankings. Read more about Sector Detector: Stocks provide a tepid breakout as Fed greases the skids. So now what?

No front page content has been created yet.