Index funds can't beat the market, but you can

Since inception, MZ Capital’s disciplined value investing approach — offered through Fidelity Investments — continues to beat the S&P 500.

Beyond indexing, a disciplined approach

While index funds remain popular because they combine the advantages of a disciplined approach with a broad exposure to stocks, they will only produce average returns. MZ Capital’s founder and mathematician Michael Zhuang researched over 400 academic papers before discovering a successful, repeatable, scientific stock evaluation method which now is the foundation of MZ Capital’s proprietary software.

The hidden market

As a long-term investor with MZ Capital your portfolio will have the advantage of scientific analysis of all 97,000 stocks traded in the United States: not just a few hundred followed by typical managers. MZ Capital’s investment strategy MZ Deep Value Fundamental Strategy (MDVFS) using state-of-the-art analytical tools looks for under-valued firms with good fundamental that will rally when discovered by the market.

Make your money work smarter

With the help of Fidelity Registered Investment Advisor Group, MZ Capital is making this disciplined value investing approach available to you. Find out how you can put the power of scientific investing to work for you, whether it’s for retirement investment, or some other long-term goals. Please call 301-519-8029 to request a free investment brochure.

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*The returns are presented based on the first account ($302,000 initial balance) that was invested in exact accordance with our investment strategy MDLSS^tm. All dividends and earnings are reinvested in the account. The return figures are net of brokerage commissions and a 3% annual management fee. Actual fees may vary. The first two year returns were verified by independent CPAs. Past performance does not guarantee future results. Results will vary with economic and market conditions, as well as account size. Investors may incur a loss despite a past history of gains.