The Indicated to Beat (ITB) model was created over 25 years ago. It is a disciplined quantitative process using objective factors to create a portfolio of 45-50 equity holdings that have better fundamentals than the overall U.S. Large cap equity market. The model has consistently over the years created a portfolio that has more positive earnings surprises than the broad market, with larger earnings beats than the broad market and higher earnings revisions than the broad market.
