Kinetic

Kinetic is a rules-based momentum strategy that systematically identifies companies with accelerating earnings revision momentum. The strategy is grounded in empirical factor research. Academic studies have demonstrated that earnings revision momentum is one of the most robust and persistent predictors of equity outperformance, with evidence spanning multiple decades and geographies. Unlike price momentum, which reflects past returns, earnings revision momentum captures a change in fundamental expectations, making it a forward-looking signal with a well-documented theoretical basis.

The strategy follows a fully systematic process. Entry and exit decisions are governed entirely by the rules of the model, applied consistently regardless of market conditions.

Kinetic is designed to complement Value Select. The two strategies operate on different time horizons and different investment logics and are never combined or conflated.

Investable as a Wikifolio certificate. (Launch forthcoming)