Value Invest is a unique business catering exclusively to wholesale investors, offering a comprehensive sixteen-measure ranking system based on Value, Quality, Growth, and Momentum to guide investment decisions. Through their quarterly evaluations, Value Invest identifies top-performing shares for the upcoming three months, ensuring clients are consistently positioned in the best stocks while avoiding underperforming ones. With a proven track record of outstanding live and backtested performance on the ASX over the past 15 years, Value Invest now extends its coverage to include the S&P500 and MSCI World Small Cap indices.
Recognizing the lack of investment knowledge among Australians, Value Invest also provides educational services led by renowned stock market analyst James Middleweek. With over fifteen years of experience at esteemed firms like Merrill Lynch, Middleweek’s interactive training sessions empower participants to understand company valuation, financial statements, and the key drivers of share prices. By equipping individuals with essential investment skills in just ninety minutes, Value Invest aims to foster confident and informed investors who can navigate the financial markets effectively.
Founded by James Middleweek, who previously spearheaded successful class actions against banks for overcharging, Value Invest embodies a commitment to empowering everyday Australians in the realm of finance. Middleweek’s straightforward approach and dedication to securing better outcomes for investors are reflected in the sophisticated and logical system of Evaluate, which leverages his extensive market expertise. With a focus on delivering superior results and a strong presence in both institutional circles and social media, Value Invest stands as a trusted resource for wholesale investors seeking to optimize their investment portfolios.