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Alum Jim Lee Wins Nationwide Investment Strategy Competition

Congratulations to alum, futurist, and financial advisor Jim Lee.



Lee, founder of Wilmington, DE-based  took first place in the equity-focus strategies category. His StratFI Caffeinated Market Timing model tracked various calendar and historical cyclical effects while demonstrating strong results over five years. The strategy combines risk management with investing when the S&P 500 index has a greater than normal chance of generating gains. It stays in cash when the prospects of generating gains are below average.


StratFI Caffeinated Market Timing is currently ranked #1 out of over 450+ strategies in its category on the Morningstar SMA database (five-year trailing performance). [



Jim also published a book this year, Foresight Investing: A Complete Guide to Finding Your Next Great Trade (). For more info on Jim and strategic foresight investments, check out his website  

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