Investor Frameworks

Explore evidence-backed screening adaptations inspired by some of history's greatest investors. Click any investor to see what is source-published, what the app has translated into a measurable rule, the fidelity limits, and direct sources.

Benjamin Graham

Defensive ValueAdaptation

The father of value investing and margin-of-safety analysis.

9 criteriaView framework →

Warren Buffett

Quality CompounderAdaptation

Quality businesses with durable moats at fair prices.

9 criteriaView framework →

Peter Lynch

GARPAdaptation

Growth at a reasonable price with the PEG ratio as the key metric.

7 criteriaView framework →

Joel Greenblatt

Magic FormulaPublished rules

Rank-based system combining earnings yield and return on capital.

3 criteriaView framework →

Joseph Piotroski

F-ScorePublished rules

Nine-signal scoring system to separate winners from losers in value stocks.

9 criteriaView framework →

David Dreman

Contrarian ValueAdaptation

Buy out-of-favor stocks in the cheapest quintiles of the market, then demand the financial strength to survive until the crowd comes around.

11 criteriaView framework →

Bill Ackman

Activist ValueProxy

Concentrated activist investor focused on simple, predictable, free-cash-flow-generative businesses with durable competitive advantages trading below intrinsic value.

9 criteriaView framework →

Charlie Munger

Quality FocusProxy

Qualitative framework emphasizing business quality and mental models.

7 criteriaView framework →

Mohnish Pabrai

Dhandho FrameworkProxy

Low-risk, high-uncertainty bets with large margins of safety.

8 criteriaView framework →

Chuck Akre

Three-Legged StoolAdaptation

Compounding machines with high ROIC, great management, and reinvestment runway.

7 criteriaView framework →

Howard Marks

Risk-Aware ValueProxy

Cycle-aware, risk-focused investing that buys below intrinsic value when others are fearful.

8 criteriaView framework →

John Templeton

Global Bargain HunterProxy

Buy at the point of maximum pessimism, anywhere in the world the bargains are.

8 criteriaView framework →

Nick Sleep

Scale Economies SharedProxy

Backs businesses that grow by handing their scale savings to customers, and holds them for decades.

8 criteriaView framework →

Cliff Asness

Systematic FactorsAdaptation

Applies value, momentum and quality factors as rules, and follows them without discretionary override.

7 criteriaView framework →

John Neff

Low-P/E Total ReturnAdaptation

Pair an out-of-favor earnings multiple with sustainable growth, dividend yield, and financial-statement confirmation.

6 criteriaView framework →

Walter J. Schloss

Asset-First Diversified ValueAdaptation

Start with book value, insist on a large price discount and restrained debt, then spread many patient bets across neglected companies.

7 criteriaView framework →

James O'Shaughnessy

Systematic Factor CompositeAdaptation

Ranks stocks on multiple value measures, shareholder yield and six-month momentum.

6 criteriaView framework →