We focus on undervalued stocks which we believe are poised to capture significant gains as Wall Street discovers the true value of these companies. Our strategy is to buy and hold companies that meet our specific quantitative criteria until they no longer meet them. By maintaining this disciplined and consistent approach we strive to deliver better risk-adjusted returns for our clients.
Mr. Rodriguez founded Formula Capital Investments in 2013 to offer a model of investing designed to outperform the S&P 500. In 2010 he founded PLR Investments and began researching and developing proprietary investment models.