OCE Interactive Signs Roosevelt Investment Group for Market Topographer® Stock Analysis Platform

NEW YORK, Aug. 16 /PRNewswire/ -- Jonathan Greenberg, CFA, president and CEO of OCE Interactive, announced that The Roosevelt Investment Group, Inc. has adopted OCE's Market Topographer® (www.markettopographer.com) Web-based platform for researching, benchmarking and comparing the valuation of U.S. stocks.  Roosevelt is an independent investment management firm with approximately $5 billion in assets under management for institutional and individual clients.  The contract value was not disclosed.

Developed by OCE's team of former bulge-bracket investment bankers and Wall Street executives, Market Topographer represents the first time that systematic and expectations research have been combined to establish an invaluable 360 degree context for a stock's valuation, focusing on both the impact of fundamentals and market conditions, according to Greenberg.  It was designed to help institutional investors, advisors, bankers and analysts better understand how and why the market is systematically differentiating valuation across stocks and across time, and whether or not a stock's valuation can be substantiated with relevant historical precedents.    

"We are very pleased that Roosevelt has chosen to deploy Market Topographer as a resource for its research-oriented investment process," he said.  "We built Market Topographer to enable Wall Streeters to more directly rationalize a company's valuation with the current and past experience of other companies.  By bringing risk management more directly into the valuation process, we hope to help investors more thoroughly analyze the risk/reward trade-offs before making an investment."  

"At Roosevelt, well-defined risk management principles guide our investment strategies through all market cycles," said Nainesh Shah, CFA of Roosevelt. "We have tested Market Topographer, and are excited about the prospects that it will be an extremely useful risk management tool to help support our overall strategy of identifying attractively priced investments with an appropriate combination of risk and return potential."  

Under the hood, the Market Topographer platform is driven by a multi-factor financial model back-filled for 20 years and encompassing 12 core risk assessment characteristics – such as financial leverage, dividend payout ratio and growth expectations – which together define how the market systematically differentiates the valuation of listed stocks as of any given day.  

The platform's interactive tool sets offer users three complementary benchmarking techniques to gain a comprehensive perspective on the valuation of any particular stock.  These are comparison of the future growth expectations priced into a stock with relevant historical precedents; evaluation of the impact of market conditions on a stock's price; and direct comparison of the profile and valuation of a stock with other stocks, currently, historically, and even across time.  In addition, OCE Interactive offers customized research and consulting services to the institutional investment community.    

About OCE Interactive

OCE Interactive is a financial services firm specializing in systematic and expectations research and the developer of Market Topographer® (www.markettopographer.com), a new platform for researching, benchmarking and comparing the valuation of U.S. stocks.  Market Topographer combines systematic and expectations research to help investors and advisors evaluate, in an objective and market-consistent way, whether a stock is reasonably priced, with a particularly strong focus on assessments of the company's relative risk profile and whether the expectations embedded in its stock price are achievable. OCE was founded in 2003 by a team of former bulge-bracket investment bankers, who spent more than six years developing the Market Topographer platform.  Currently, the company has six patents pending on its technology and an extensive pipeline of additional tools for equity valuation and mergers and acquisitions practitioners.  The company is based in New York.

About Roosevelt

Headquartered in New York City, The Roosevelt Investment Group, Inc. manages assets for institutions, foundations, endowments, and high net worth individuals.  With approximately $5 billion in assets under management, Roosevelt manages several equity and fixed income strategies including its All-Cap Core Equity Strategy, Global Enhanced Fixed Income Strategy, as well as the Roosevelt Multi-Cap Fund.

SOURCE OCE Interactive