Welcome to Formula Capital Investments

Formula Capital Investments is dedicated to its clients. Our goal is to outperform the S&P over time using a disciplined and structured approach.

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.

We invite you to explore the website to find out details on how Formula Capital Investments can help you. For more on our investment formula and process, click here.

To see how a portfolio based on our formula stacks up against the S&P, click here.

To find out how our approach can boost the returns of your investments, contact us for a free consultation. To set up an appointment, call us at 1-210-910-6874.

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