MarketGrader Capital, LLC

MarketGrader Capital, LLC provides discretionary and non-discretionary investment management and sub-advisory services primarily to collective investment trusts, pooled vehicles and institutional clients, and also supports separately managed accounts and family-office advisory engagements. The firm generally charges asset-based (percentage-of-AUM) advisory fees and serves as a sub‑adviser or index replicator for other advisers and pooled funds.

Investment selection and portfolio construction are driven by research and index methodologies sourced from its affiliate MarketGrader.com, using a rules‑based fundamentals scoring system that evaluates 24 indicators across growth, value, profitability and cash flow. Portfolios are built to mirror those transparent, equally weighted indexes with market‑cap and liquidity screens and scheduled rebalances, and the firm also offers risk‑managed index solutions that incorporate a tactical volatility overlay in partnership with a risk‑management specialist.

What is distinctive about the firm is its dual role as both an active manager for institutional mandates and as an index publisher/licensor — including the Barron’s 400 and a broad family of global and China‑focused indices that are licensed to third parties and in some cases calculated by exchanges. The firm operates with a small advisory team and no individual retail client base, emphasizing index replication, sub‑advisory mandates and licensing arrangements rather than traditional one‑on‑one wealth management.