40 years ago, Len Zacks made a discovery that changed the way people thought about investing.
Through his work at Zacks Investment Research, Len uncovered a connection between earnings estimate revisions and rising stock prices, and it became clear that this remarkable insight could have enormous value for those navigating questions of risk and reward. Zacks Investment Management was founded for this very purpose.
Today, Zacks Investment Research is one of the largest independent providers of investment research in the U.S., and as their subsidiary, Zacks Investment Management leverages their data to provide deep insight, informative resources, and transparent decision-making for clients all across the country—using the same methodology that has been tried, tested and proven for multiple decades.
As an independent firm we are held to the fiduciary standard of care for our clients and their assets. This transparency, combined with our simple fee structures and open communication, allows Zacks professionals to consistently earn clients’ trust. It’s about expertise and proven processes, customized to your needs.
We are ultimately a family business. Our structure and processes are designed to deliver clients a boutique experience with the level of customization they need to meet their goals.
We are a research-based firm, and our purpose is to provide clients with data-driven solutions to help reduce risk and improve returns over time. We believe in unemotional investing and personalized, life-centered guidance.
There’s no room for emotion in an investment process that’s focused on risk analysis and data-driven insight for every decision.
We have earned our standing as academics pursuing knowledge through exhaustive research. Today we are led by an experienced team of professionals with a number of advanced degrees and industry certifications.
History has shown that optimizing long-term risk and reward is possible through the most disciplined, consistent investment strategies. That’s why our investment process has remained largely unchanged from the very beginning.
Without needless complexity complicating your portfolio, you can benefit from a simple shared objective: reducing risk and improving returns over time.
It’s been many years since Len Zacks published his seminal article, and Zacks Investment Management is still synonymous with earnings estimate revisions, which are still considered one of the most important fundamental factor affecting stock prices.
In that time we have originated many other concepts and innovations that help investors navigate complex market environments. These include:
Len Zacks, a quantitative equity analyst, forms Zacks Investment Research after earning his doctorate from MIT.
Len Zacks publishes “EPS Forecasts – Accuracy Is Not Enough” in the Financial Analysts Journal. He is the first to document the impact of earnings estimate revisions on stock prices, a discovery that proves to be both accurate and influential.
Zacks Investment Research creates the concept of earnings surprise.
Zacks Investment Research creates the Zacks Rank, a stock selection model based on earnings estimate revisions and earnings surprises.
Ben Zacks forms Zacks Investment Management, and the Zacks Rank gains recognition and widespread use among investment professionals.
1995 All cap core strategy created
In February of this year, Zacks Investment Management launches the All Cap Core Strategy. It has since become one of the firm’s longest running and most awarded investment strategies.
Zacks Investment Management begins offering portfolio management services to individual investors, and continues to influence the industry with concepts like Sales Surprises™ and Target Price data.
2003 Focus growth strategy created
Harper Collins publishes Ahead of the Market by Mitch Zacks, which outlines the Zacks philosophy.
The Zacks Focus Growth Strategy is launched in February. It is designed to maintain a mix of growth-oriented stocks with a large cap bias.
2004 Dividend strategy created
Zacks Investment Management launches the Zacks Dividend Strategy in April of this year. Since 2004, it has helped countless clients pursue taxefficient, risk-adjusted returns from both capital appreciation and dividends.
The Zacks Preferred Income Strategy is launched in March, with a focus on mitigating risk while generating income.
2009 Small cap and Mid cap strategies created
Zacks Investment Management launches both the Mid Cap Core and Small Cap Equity strategies in May of this year.
Zacks Investment Management is named a Manager of the Decade by PSN3.
Len Zacks publishes The Handbook of Equity Market Anomalies, and Mitch Zacks publishes The Little Book of Stock Market Profits.
Investment News ranks the Zacks Dividend Strategy as one of the best among U.S. large cap equity performers.
Having grown exponentially since inception, Zacks Investment Management launches a number of strategic funds, some of which achieve performance rankings in the top 1% of their respective Morningstar universes.
Zacks Investment Management is again named Manager of the Decade by PSN.
Zacks Investment Research tracks over 500,000 current analyst estimates, calculates the Zacks Rank each day for thousands of stocks, and produces research reports on hundreds of companies. They are the one of the largest independent research providers in the U.S.
Zacks Investment Management now has over $11.7 billion* in assets under management and advisement. They manage capital for a variety of clients and has earned numerous performance awards for strategies and models that continue to reflect the insights of their parent company.
Through a team of academics and robust independent infrastructure, we channel the research of our parent firm through a disciplined investment process focused on each client’s goals.
We are a research-driven firm. We publish hundreds of individual insights and reports each year - from the widely read Mitch on the Markets, to our in-depth monthly stock market report.