The Fourth Starting 5 presenter was Ryan Telford.. you guessed it, a mechanical engineer, project manager in the mining consulting industry, and a private investor with a passion for quantitative investing. Using a systematic, evidence-based approach, Ryan has carved out a niche in the microcap and nanocap universe. His investing journey has spanned over a decade, with a refined focus on leveraging quantitative models to exploit inefficiencies in small and illiquid stocks.
I had spoken with Ryan on GeoInvesting before, learning about his “G.U.T.S.” strategy.
Ryan’s quantitative approach centers on using financial and technical data to develop systematic strategies that minimize subjectivity. His core G.U.T.S. strategy focuses on four key factors:
Growth: Sales and earnings growth are critical for driving stock performance.
Undervaluation: Identifying stocks with attractive price-to-sales or price-to-earnings ratios.
Timing: Entering stocks at optimal points in their growth or momentum cycles and exiting before declines.
Sentiment: Monitoring indicators like institutional ownership and analyst estimate trends.
Ryan’s strategies leverage tools such asPortfolio123 to back test and implement his models, focusing on microcaps and nanocaps for their inefficiencies and growth potential. Over the past five years, his quant models have delivered an impressive 40% compound annual growth rate (CAGR).
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