about us
WHO WE ARE ?

Milton FMR Institute helps investment professionals make better decisions with unbiased, insightful and risk appropriate market and global economic data and analysis. In 2015, Milton FMR Institute a new investment research group was founded  based on our fundamental belief that making money was more important than being right. This believe drove a passion

for analysis and the market and allowed us to evolve to be one of the best investment research providers in the market. Today we are widely recognized for concise commentary and unbiased views. We offer investors insight into forces driving the markets. Our approach combines both fundamental and quantitative research disciplines. Fundamentals tell us how

 

the markets should be acting while quantitative research reveals how the markets are acting. Actionable ideas meet our unique approach to the markets. We strive to identify new investment opportunities, the Institute explores how changing asset allocation in the hedge fund community are driving investment flows.

…If you took our top fifteen decisions out, we’d have a pretty average record. It wasn’t hyperactivity, but a hell of a lot of patience. You stuck to your principles and when opportunities came along, you pounced on them with vigor.” – Charlie Munger
50
Research Hours
50
Stocks Tracking
50
Hedge Funds
our APPROACH
1
Tracking over 2000 different hedge funds and analyze them. 
2
Applying quantitative methods to find the best performing 13F filers. 
3
Discovering the best possible investment opportunities. 

People find it very interesting and useful to see where the largest and most successful hedge funds are investing. Thats why we filter out the low quality filers and present you those that really matter. And yes there are a bunch of companies out there who offer access to huge databases where you can find all the filers. Well, we do not compare ourselves to them because our service is very different. We do the research for you and show you where the opportunities are.  

Since we are born and bred in Austria we have also applied our Austrian economics background to the world of investing. Austrians know that the future is uncertain and the uncertain is unforeseeable. Rather than just trying to predict the future with a crystal ball we are accepting the fact that the future is uncertain. Therefore we have developed research methods that will identify, a high probability of a small negative return, and a small probability of a very large positive return. Which means our research is backed by facts and not assumptions.

13F filings are submitted quarterly by any manager controlling investments of at least $100 million.

13D/G filings are typically filed within 10 days of an investor acquiring at least 5% of a single publicly traded company.

8-K is a report of unscheduled material events or corporate changes at a company that could be of importance to the shareholders.

Forms 3, 4 and 5 all corporate insiders and any owner of 10% or more of a company’s stocks are required to file these forms .

Form D must be filed no later than 15 days after the first sale of securities.

N-SAR filing that is specific to registered investment management companies, and requires that those companies disclose some financial information.

Researchers seek a digital environment where ideas can be exchanged. Thats why we are working on implementing exactly that. This is our way in giving back to the community empowering you to have an even greater impact in your field. Academics and Practitioners are invited to submit us their research papers related to the financial markets.

Research papers are subject to peer reviews before they are published on Milton Financial Market Research Institute. For more details please send us an email with subject “Research”.

Publisher
33%
Contributor
66%
Public
100%