Formula Investing Llc

Formula Investing is an online money management firm that uses a unique, proprietary stock-screening system and a disciplined approach to managing portfolios of value stocks. The firm offers its services to individual investors, institutions and through registered investment advisors. The system Formula Investing uses determines portfolio selections though a proprietary quantitative model that chooses stocks based on two key measures—earnings yield and return on capital. Formula Investing is co-founded by Joel Greenblatt, one of the most highly regarded value managers in the world, and it follows the strategy outlined in his New York Times bestselling book The Little Book That Beats the Market.

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