Margot Isvestments

Quantitative Insight. Disciplined Execution. Long-Term Growth.

What We Do

At Margot Isvestments, we take the guesswork out of equity investing. Our proprietary research model analyzes and scores nearly every publicly traded company on the major U.S. stock indices using a rigorous set of growth fundamentals. These scores power our ranked list of high-conviction investment opportunities—companies that demonstrate financial strength, sustainable growth, and disciplined capital allocation.

How It Works

Our investment process is rooted in data and driven by discipline. Here's our approach:

✅ Comprehensive Equity Scoring We ingest and analyze company financial statements at scale, applying our scoring system to identify the most fundamentally sound growth companies in the market.

✅ Dynamic Buy Strategy We deploy an Accelerated Dollar Cost Averaging method to maximize capital efficiency over time:

  • 📉 Buy More When Fear Peaks: If a stock trades below 80% of its 52-week high, we double our usual investment allocation.
  • 📊 Buy Normally When Stable: If it’s between 81%–90%, we purchase at the regular rate.
  • 📈 Buy Less Near Highs: If the stock is trading above 90% of its 52-week high, we scale back to half the normal amount.

✅ Build Gradually, Sell Strategically We build positions over several years and exit based on a combination of time horizon and return thresholds. Instead of panic-selling, we sell into strength, capturing gains during market rallies—not retreats.

Our Philosophy

We follow one rule above all: buy when others are fearful, sell when others are greedy. That means staying disciplined, not reactive. It means using volatility to our advantage. And it means trusting the math, not the noise.

Why Margot Isvestments

  • 📊 Data-Driven Process No hunches, no hype—just clean numbers and tested models.

  • 🧠 Behaviorally Smart Execution We invert the typical retail pattern: we buy when prices fall, not rise.

  • 💡 Long-Term Perspective Patience is our edge. Returns are earned over years, not days.

Margot Isvestments: Turning discipline, data, and time into real wealth.