Don't have time to analyze listed companies?
We specialize in synthesizing financial data to identify companies
with promising potential for long-term value creation*.
We filter out the most popular stock market indices,
so you can focus on the quality of the companies included.
with promising potential for long-term value creation*.
We filter out the most popular stock market indices,
so you can focus on the quality of the companies included.
Our semi-annual rankingsEvery six months, we compile a series of rankings of the major companies listed on the world's main markets on a scale of 0 to 5 stars.
Our comparative portfoliosBased on our rankings, we build portfolios whose performance we compare with their benchmark index.
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Evaluating long-term potentialOnly one thing matters to us: potential future cash flows that generate value for companies, and therefore shareholders.
Focusing on value, not priceWe do not take into account share prices or economic cycles that may affect current valuations.
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Only buy something that you'd be perfectly happy to hold
if the market shut down for 10 years.
Warren Buffett
Capywise portfolios
Based on our rankings, you can build you own stock selection based on the ETF model, or copy our Capywise portfolios.
Find out more about the rationale behind Capywise rankings.
Find out more about the rationale behind Capywise rankings.
CAPYWISE PORTFOLIOS PERFORMANCE (Mar. 1, 2025)
since Mar. 1, 2022 (over 36 months) and updated according to our Capywise rankings
since Mar. 1, 2022 (over 36 months) and updated according to our Capywise rankings
PORTFOLIO |
Perf. PORTFOLIO |
Perf. BENCHMARK INDEX |
ALPHA** |
47.22% |
29.35% |
17.87% |
|
47.97% |
46.68% |
1.29% |
|
24.82% |
21.82% |
3.00% |
|
61.96% |
55.88% |
6.08% |
|
63.26% |
47.76% |
15.50% |
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Average |
49.05% |
40.30% |
8.75% |
Performances based on stocks selected according to our semi-annual Capywise rankings. Our strategy is long-only. We do not use leverage, short selling or options. These performances exclude dividends and brokerage fees, and are before tax.
* Our rankings, portfolios and articles in no way constitute investment advice or an invitation to buy or sell financial assets. Their aim is to rank companies using a panel of quantitative criteria which we believe are relevant in trying to identify potential future cash flow generation and therefore possible long-term value creation. Neither Capywise nor its various authors can be held responsible for any investment or divestment decision taken on the basis of the information contained on this site.
** Alpha is the difference between a portfolio's performance and the performance of its benchmark index over a given period.
** Alpha is the difference between a portfolio's performance and the performance of its benchmark index over a given period.
