Harness the immense
power of
factor investing


Factors Of Higher Returns

Factor Investing – Investment strategy in which securities are chosen based on attributes that are associated with higher returns.

Size: Investing in smaller companies offer higher expected returns than investing in larger companies.

Value: Value companies (low price/book) offer higher expected returns than growth (high price/book) companies.

Profitability: Companies with higher profitability, ratio of book-value to market-value, have higher expected returns.

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“The stock market is a device for transferring money from the impatient to the patient.” Warren Buffet

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Nobel Prize winning research shows value stocks have historically outperformed the market by 5% since 1926.

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Nobel Prize winning research shows small company stocks have historically outperformed the market by 3% since 1926.

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Academic research shows profitability based investing can increase returns.

Value Premium

Size Premium


Emotional Behavior

High Fees

Market Timing

Every WiseFactors portfolio is designed and diversified to minimize volatility and provide overall risk-adjusted returns superior to investment in any single asset class. Public equity markets are very efficient: they are unpredictable over the short term, but steadily increase in predictability over time.


Historically, equities trump bonds, cash and every other investment vehicle.


WiseFactors offers investors diversified, cost efficient access to small companies.


Research shows that market, company size, and relative stock price drive returns. Historically, value stocks outperform growth stocks.


Expected direct profitability, gauged by gross operating margin, is also a proven indicator of higher expected returns.


Learn More about Factors

Higher Returns Over Time

WiseFactors incorporates factor investing to globally diversified portfolios to increase returns.

Benefits of Factor Investing

Our portfolios have higher exposure to the small and value stocks to capture the higher expected returns from these factors.

$10,000 Invested From 1970-2017

Notes to chart

WiseFactors is owned by VIA IV Investment LLC. VIA IV investments LLC is an Illinois registered investment advisor. By using this website, you accept our Terms of Use and Privacy Policy. Past Performance is no guarantee of Future results. Any historical returns, expected returns, or probablity projections may not reflect actual future performance. All securities involve risk and may result in losses.We do not provide financial planning services to individual investors.WiseFactors does not provide tax advice and does not represent in any manner that the outcomes described here in will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. WiseFactors assumes no responsibility for the tax consequence for any investor of any transaction.


    1333 Burr Ridge Parkway, Suite 200A

    Burr Ridge, IL 60527



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