Strategies
Investor-style strategies
Six rule-based screens, each labeled with the well-known investor whose philosophy inspired the criteria. Every screen exposes its rules in full — no black boxes, no inferred preferences. Refresh hourly against the SEC fundamentals we already ingest.
These strategies are RULE-BASED PROXIES named after well-known investors as a recognizable shorthand for each philosophy. They are NOT those investors' actual portfolios, holdings, or recommendations. The names are used purely as labels for the underlying screening criteria, which are listed in full on every page. ActaClear has no affiliation with any of the named investors. Past performance does not guarantee future results. This is not investment advice — always do your own due diligence.
Buffett-style
Durable businesses with high returns on capital, bought at sensible prices, held for a long time.
- ✓10-year revenue CAGR ≥ 3% (durable demand)
- ✓5-year average ROE ≥ 15% (capital efficiency)
- ✓5-year average net margin ≥ 10% (pricing power)
- + 3 more criteria
Peter Lynch GARP
Growth At a Reasonable Price — find fast-growing companies the market hasn't paid up for yet.
- ✓5-year revenue CAGR ≥ 15% (real growth, not financial engineering)
- ✓Latest revenue ≥ $500M (not a story stock)
- ✓Positive latest net income (profitable, not just growing)
- + 1 more criteria
ARK / Cathie Wood disruption proxy
High-growth companies driving structural change — accept profitability volatility for revenue trajectory.
- ✓3-year revenue CAGR ≥ 30% (rapid scale)
- ✓Latest revenue ≥ $200M (past the seed-stage)
- ✓Sectors emphasized: Technology, Health Care, Communications
- + 1 more criteria
Altman AI-builder proxy
AI / cloud / semiconductor companies riding the foundational-model wave — high growth, high margins, big TAMs.
- ✓3-year revenue CAGR ≥ 25%
- ✓5-year average net margin ≥ 15% (capital-efficient growth)
- ✓Latest revenue ≥ $500M
- + 1 more criteria
Joel Greenblatt Magic-Formula proxy
Buy good companies (high ROIC) at cheap prices (high earnings yield). Hold a basket; rebalance annually.
- ✓5-year average ROE ≥ 20% (quality proxy)
- ✓5-year average net margin ≥ 10%
- ✓Latest revenue ≥ $1B
- + 2 more criteria
AI stocks
The companies powering the AI buildout — chips, foundries, EDA tools, networking, cloud hyperscalers, AI-native software, and power/cooling infrastructure.
- ✓Chips & accelerators: NVDA, AMD, AVGO, MRVL, INTC, ARM
- ✓Foundry, memory, equipment: TSM, MU, ASML, AMAT, LRCX, KLAC
- ✓EDA tools: CDNS, SNPS, ANSS
- + 4 more criteria
NVDA supply chain
US-listed companies that supply NVIDIA — foundry, memory, equipment, packaging, networking, cooling, and OEM partners named in NVDA's 10-K or industry disclosures.
- ✓Foundry (sole partner): TSM
- ✓Memory: MU
- ✓Equipment: ASML, AMAT, LRCX, KLAC
- + 5 more criteria
Pabrai concentrated-value proxy
Concentrated bets on businesses with deep moats trading at large margin of safety. 'Heads I win, tails I don't lose much.'
- ✓10-year revenue CAGR ≥ 2% (durable, not declining)
- ✓5-year average ROE ≥ 12%
- ✓5-year average gross margin ≥ 30% (pricing power proxy)
- + 2 more criteria
Have an idea for another strategy? Email Joshua— we'll consider adding it.