Louis Navellier
Encyclopedia
Louis G. Navellier is Chairman and Founder of Navellier & Associates in Reno, Nevada, which manages approximately $2.5 billion in assets. Navellier also writes four investment newsletters focused on growth investing
: Emerging Growth, Blue Chip Growth, Quantum Growth and Global Growth, and can frequently be seen giving his market outlook and analysis on Bloomberg, Fox News and CNBC.
. He was one of the eight in his family to attend college, going to the School of Business & Economics at Cal State Hayward, now Cal State East Bay. He graduated in 1978 at the age of 20 with a B.S. in Finance, and then got his MBA in 1979.
’s performance. During this project Navellier discovered some methods beating the market using quantitative and fundamental analysis
.
Navellier is the founder, and currently the chairman, of Navellier & Associates, in Reno, Nevada
. Navellier and his team of about 11 professional analysts and staff manage over $2.5 billion in private accounts and no-load mutual funds for individual investors and institutions. Navellier manages thousands of personal portfolios, as well as the Navellier no-load mutual funds. TheStockAdvisors.com, an independent investment website, calls Navellier "the one advisor whose track record sits at the very top of the long-term performance ratings." Navellier currently travels the country hosting seminars for individual investors.
In 1980, Navellier began publishing MPT Review, a monthly newsletter for individual investors. In 1997 he partnered with publisher InvestorPlace Media, LLC (formerly Phillips Investment Resources, LLC) to launch The Blue Chip Growth Letter, which applied the investment strategy used in MPT Review to strictly blue chip stocks. In January 2005 Navellier and InvestorPlace Media re-launched MPT Review, renaming it Emerging Growth. The Hulbert Financial Digest rated the Emerging Growth newsletter as the number one performer in the 20-year category from 1985–2005, among 32 surviving newsletters. Hulbert estimated that from 1985 through 2008, following the advice of that newsletter would have resulted in a gain of about 2,156% according to The Hulbert Financial Digest. During the same time period the S&P 500 index had an increase of about 869%. He and InvestorPlace Media also publish the Quantum Growth and Global Growth newsletters.
Mr. Navellier employs a three-step, highly disciplined, bottom-up stock selection process, focusing on quantitative analysis, fundamental analysis, and optimization of the securities selected for the portfolio. In 1980, Mr. Navellier began publishing his research in his stock advisory newsletter, the MPT Review. Since 1987, he has been active in the management of individual portfolios, mutual funds, and institutional portfolios. Most of the funds have lagged their benchmarks over the past year, according to the navellier.com website.
http://www.navellier.com/downloads/current_performance_web.pdf
Louis Navellier has been covered by a wide range of international media. In addition to appearing on CNBC, Bloomberg, The Nightly Business Report, and Wall Street Week, he has been featured in Barron's, Forbes, Fortune, Investor's Business Daily, Money, Smart Money, and The Wall Street Journal. Most recently he was profiled in Kenneth A. Stern's book Secrets of the Investment All-Stars in the interview "Louis Navellier, A Man Who Has Beat Them All." He is also featured in Alan R. Ackerman's Investing Under Fire: Winner Strategies from the Masters for Bulls, Bears, and the Bewildered.
In October 2007, Navellier's book, The Little Book That Makes You Rich, was released. It is part of the John Wiley & Sons
“Little Book, Big Profits” series. On Jan. 23, 2009, Louis Navellier launched an exchange-traded fund
, the RevenueShares Navellier Overall A-100 Fund (ticker symbol RWV). This ETF searches a database of nearly 5,000 stocks for the best companies according Navellier's top fundamental factors such as sales growth, earnings growth and cash flow. The ETF holdings are rebalanced quarterly. In honor of the new fund, Louis Navellier rang the opening bell on Wall Street for New York Stock Exchange
on Friday, February 13, 2009.
Navellier began serving as a trustee of the Cal State East Bay Education Foundation in December 2007. He has also pledged to give Cal State $500,000.
Growth investing
Growth investing is a style of investment strategy. Those who follow this style, known as growth investors, invest in companies that exhibit signs of above-average growth, even if the share price appears expensive in terms of metrics such as price-to-earnings or price-to-book ratios...
: Emerging Growth, Blue Chip Growth, Quantum Growth and Global Growth, and can frequently be seen giving his market outlook and analysis on Bloomberg, Fox News and CNBC.
Early life and education
Navellier was born in 1957, in Berkeley, CaliforniaBerkeley, California
Berkeley is a city on the east shore of the San Francisco Bay in Northern California, United States. Its neighbors to the south are the cities of Oakland and Emeryville. To the north is the city of Albany and the unincorporated community of Kensington...
. He was one of the eight in his family to attend college, going to the School of Business & Economics at Cal State Hayward, now Cal State East Bay. He graduated in 1978 at the age of 20 with a B.S. in Finance, and then got his MBA in 1979.
Career
While at Cal State, Navellier took part in a research project in which the goal was to mimic the S&P 500S&P 500
The S&P 500 is a free-float capitalization-weighted index published since 1957 of the prices of 500 large-cap common stocks actively traded in the United States. The stocks included in the S&P 500 are those of large publicly held companies that trade on either of the two largest American stock...
’s performance. During this project Navellier discovered some methods beating the market using quantitative and fundamental analysis
Fundamental analysis
Fundamental analysis of a business involves analyzing its financial statements and health, its management and competitive advantages, and its competitors and markets. When applied to futures and forex, it focuses on the overall state of the economy, interest rates, production, earnings, and...
.
Navellier is the founder, and currently the chairman, of Navellier & Associates, in Reno, Nevada
Reno, Nevada
Reno is the county seat of Washoe County, Nevada, United States. The city has a population of about 220,500 and is the most populous Nevada city outside of the Las Vegas metropolitan area...
. Navellier and his team of about 11 professional analysts and staff manage over $2.5 billion in private accounts and no-load mutual funds for individual investors and institutions. Navellier manages thousands of personal portfolios, as well as the Navellier no-load mutual funds. TheStockAdvisors.com, an independent investment website, calls Navellier "the one advisor whose track record sits at the very top of the long-term performance ratings." Navellier currently travels the country hosting seminars for individual investors.
In 1980, Navellier began publishing MPT Review, a monthly newsletter for individual investors. In 1997 he partnered with publisher InvestorPlace Media, LLC (formerly Phillips Investment Resources, LLC) to launch The Blue Chip Growth Letter, which applied the investment strategy used in MPT Review to strictly blue chip stocks. In January 2005 Navellier and InvestorPlace Media re-launched MPT Review, renaming it Emerging Growth. The Hulbert Financial Digest rated the Emerging Growth newsletter as the number one performer in the 20-year category from 1985–2005, among 32 surviving newsletters. Hulbert estimated that from 1985 through 2008, following the advice of that newsletter would have resulted in a gain of about 2,156% according to The Hulbert Financial Digest. During the same time period the S&P 500 index had an increase of about 869%. He and InvestorPlace Media also publish the Quantum Growth and Global Growth newsletters.
Mr. Navellier employs a three-step, highly disciplined, bottom-up stock selection process, focusing on quantitative analysis, fundamental analysis, and optimization of the securities selected for the portfolio. In 1980, Mr. Navellier began publishing his research in his stock advisory newsletter, the MPT Review. Since 1987, he has been active in the management of individual portfolios, mutual funds, and institutional portfolios. Most of the funds have lagged their benchmarks over the past year, according to the navellier.com website.
http://www.navellier.com/downloads/current_performance_web.pdf
Louis Navellier has been covered by a wide range of international media. In addition to appearing on CNBC, Bloomberg, The Nightly Business Report, and Wall Street Week, he has been featured in Barron's, Forbes, Fortune, Investor's Business Daily, Money, Smart Money, and The Wall Street Journal. Most recently he was profiled in Kenneth A. Stern's book Secrets of the Investment All-Stars in the interview "Louis Navellier, A Man Who Has Beat Them All." He is also featured in Alan R. Ackerman's Investing Under Fire: Winner Strategies from the Masters for Bulls, Bears, and the Bewildered.
In October 2007, Navellier's book, The Little Book That Makes You Rich, was released. It is part of the John Wiley & Sons
John Wiley & Sons
John Wiley & Sons, Inc., also referred to as Wiley, is a global publishing company that specializes in academic publishing and markets its products to professionals and consumers, students and instructors in higher education, and researchers and practitioners in scientific, technical, medical, and...
“Little Book, Big Profits” series. On Jan. 23, 2009, Louis Navellier launched an exchange-traded fund
Exchange-traded fund
An exchange-traded fund is an investment fund traded on stock exchanges, much like stocks. An ETF holds assets such as stocks, commodities, or bonds, and trades close to its net asset value over the course of the trading day. Most ETFs track an index, such as the S&P 500 or MSCI EAFE...
, the RevenueShares Navellier Overall A-100 Fund (ticker symbol RWV). This ETF searches a database of nearly 5,000 stocks for the best companies according Navellier's top fundamental factors such as sales growth, earnings growth and cash flow. The ETF holdings are rebalanced quarterly. In honor of the new fund, Louis Navellier rang the opening bell on Wall Street for New York Stock Exchange
New York Stock Exchange
The New York Stock Exchange is a stock exchange located at 11 Wall Street in Lower Manhattan, New York City, USA. It is by far the world's largest stock exchange by market capitalization of its listed companies at 13.39 trillion as of Dec 2010...
on Friday, February 13, 2009.
Personal
Navellier and his wife and three children split their time between their residence in Florida and their residence in Nevada. He is a collector of high performance automobiles.Navellier began serving as a trustee of the Cal State East Bay Education Foundation in December 2007. He has also pledged to give Cal State $500,000.