Super Value Investors is the first financial research firm focused exclusively on quantitative copycat value investing. From 2014 to 2023, we researched over 90 of the best value investors using a data-driven approach. Based on this research, we created a list of the best investors to copy and a copycat investing strategy that has outperformed the market over the past decade.
My journey as a copycat investor began when I discovered a groundbreaking study titled: “Imitation is the Sincerest Form of Flattery: Warren Buffett and Berkshire Hathaway.” The study was done by researchers from American University and the University of Nevada - Las Vegas. It showed that copying Warren Buffett's public stock portfolio from 1976 to 2006 outperformed the S&P 500 Index over that 31 year period.
Jaime Ortega
Founder of Super Value Investors
We apply a quantitative, research-driven approach to identifying and copying the investments of the world’s best value investors. By analyzing decades of financial data, investor portfolios, and investor performance, our model portfolios have delivered 20%+ annual returns—with a simple to implement strategy. Our research removes guesswork, using a data-driven approach to identify the best investors, their top stocks to copy, and the smartest way to build a winning portfolio.
We apply quantitative analysis, financial modeling, and historical performance data to give everyday investors an edge. Our research identifies winning copycat strategies, helping members invest with confidence instead of guesswork.
Warren Buffett
My investing journey is deeply tied to my experience as an entrepreneur—a path followed by many successful investors. After graduating from Purdue as an engineer, I was inspired by entrepreneur-investors. For example, Charlie Munger, who built his wealth in law and real estate before founding his investment partnership, achieving extraordinary returns. Or Mohnish Pabrai, an engineer who started a tech consulting firm, Transtech, before transitioning to full-time value investing.
I founded Gloho, an eight-figure SaaS company serving the real estate industry. I follow Mohnish Pabrai’s gentleman of leisure approach to investing—letting my portfolio grow while I focus on running Gloho. Instead of constantly analyzing markets, I’ve already selected the right stocks by copying top-performing value investors with proven track records.
This allows me to build my business while my investments compound in the background.
To my surprise, no one had built a quantitative framework for for copying super value investors. Using my engineering background, I developed a data-driven approach to filter, optimize, and refine copycat investing. In 2024, I led a research team that studied 90 top value investors and analyzed over 50,000 public filings. From this research, we built the most advanced Quantitative Copycat Value Investing strategy to outperform the market and compound wealth long-term.
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