Zacks Investment Management, a wealth management boutique formed in 1992, is a leading expert on earnings and using earnings estimates in the investment process. We are a wholly owned subsidiary of our parent company, Zacks Investment Research, one of the largest providers of independent research in the U.S. Our main office is located in Chicago, IL. with over 100 employees. We manage billions of dollars in Assets Under Management

Our Philosophy

Our research shows that even though the public markets are extremely efficient, equity anomalies exist and benchmark outperformance can be realized by using a process which captures these anomalies over full market cycles.   Investing in multi-factor strategies that have a disciplined process with a focus on risks controls can generate meaningful alpha.

The Zacks organization has been researching investment anomalies for more than three decades.  While there are many anomalies that make sense to use in theory, Zacks picks the ones with a high enough rate of conviction to build an investment process around.

Our Process

We believe our process is well defined, disciplined and repeatable.  Each strategy’s investment process is designed to capture investment anomalies which have been tested in decades of theory and practice.