Updated Monthly, our Equity Screens provide a data-driven foundation for stock selection, combining academic research with practical application. Each screen is built from the S&P 500 universe and applies clear, quantitative rules to highlight companies with attractive characteristics. The bundle includes four distinct strategies:
Income Screen – Identifies dividend-paying companies with at least a 3% yield, refined by a proprietary quality overlay.
Momentum Screen – Highlights stocks showing sustained strength relative to the market, designed to capture persistent price trends.
Quality Screen – Focuses on financially resilient companies by blending profitability, stability, and efficiency metrics into a single quality signal.
Multi-Factor Screen – Combines value, momentum, and quality into one integrated view to highlight companies with well-rounded investment profiles.
By packaging these four approaches together, Waypoint Equity Screens gives investors a comprehensive toolkit to explore factor-based strategies and generate ideas rooted in quantitative discipline.
Updated Monthly, our Equity Screens provide a data-driven foundation for stock selection, combining academic research with practical application. Each screen is built from the S&P 500 universe and applies clear, quantitative rules to highlight companies with attractive characteristics. The bundle includes four distinct strategies:
Income Screen – Identifies dividend-paying companies with at least a 3% yield, refined by a proprietary quality overlay.
Momentum Screen – Highlights stocks showing sustained strength relative to the market, designed to capture persistent price trends.
Quality Screen – Focuses on financially resilient companies by blending profitability, stability, and efficiency metrics into a single quality signal.
Multi-Factor Screen – Combines value, momentum, and quality into one integrated view to highlight companies with well-rounded investment profiles.
By packaging these four approaches together, Waypoint Equity Screens gives investors a comprehensive toolkit to explore factor-based strategies and generate ideas rooted in quantitative discipline.
