About Us
Bassi Investments, Inc. is a money management firm that invests in companies that invest in their people. We develop recommended portfolios of firms that make significant investments in employee learning.
What's unique about our strategy?
- First, our portfolio recommendations are based in large part on a factor — training investment — that is strongly related to future stock performance but that is not known to most investors (since it is not included in companies' public reports). We've had to work very hard to gather the necessary information from selected companies.
- Second, we use our proprietary, research-derived Bassi Model™, which combines training data with relevant financial variables to identify appropriate portfolio recommendations and assign portfolio weights designed to maximize expected return. In developing the algorithms for the Bassi Model, we used a variety of statistical and analytical techniques to test outcomes and ensure that they could not be explained by a simple correlation or by the effects of another observed variable.
- Third, the strategy capitalizes on a foundational principle of wealth creation in the knowledge economy—that to prosper in the long run, firms must make significant investments in human capital, for human capital is now the primary value creator in most companies.
We officially launched and began actively managing funds in early December 2001, and to date are encouraged by how well the research behind the Bassi Model is translating into wealth performance. For more detail visit the Portfolios pages.