Who is Louis Navellier?
According to The New York Times, Louis Navellier is one of “Wall Street’s most iconic growth investors.”
Navellier’s four-decade-long track record speaks for itself. His stock-picking tactics have revolutionized growth investing, and he’s leveraged his knowledge into a career as a prolific finance writer and speaker. Publications, including but not limited to Barron’s, Forbes, Fortune, and The Wall Street Journal, have featured him. CNBC, Bloomberg, Fox News, and more host him for his insights.
Navellier’s voice carries significant weight in 2022.
Born in 1957 in Berkeley, California, Navellier was ahead of his time with stock strategies long before the days of PCs and retail brokerages. Starting in high school, Mr. Navellier tested various stock screening strategies based on risk/reward profiles. Once he graduated high school, he was a full-on stock-picking prodigy.
He was 1 of 8 siblings to attend college and attended Cal State Hayward (now Cal State East Bay). From day one, he made an impact. Those stock screening methods he refined for years in high school were tested in a research project.
The report’s objective? Create a portfolio that tracks the S&P 500. However, Navellier, little more than a teenager, had quantitative and fundamental analysis skills that outperformed the index. His work was so impressive that his professors tested his skills in front of Wells Fargo analysts. He graduated with a B.S. in finance at age 20 and earned his MBA a year later. From there on out, it was off to the races.
That college research project became the foundation of his illustrious investment career. Mr. Navellier took concepts of diversification, quantitative and fundamental analysis, and behavioral finance and created a 3-step “bottom-up” stock selection process.
Mr. Navellier has a database of about 9,000 stocks and makes his picks based on:
- Step 1- Analyzing the risk/reward profile
- Step 2- Detailed fundamental analysis
- Step 3- “Quadratic modeling” techniques for stock-allocation
The system is complex and based on proprietary research tactics. But when broken down and explained, it’s much simpler than people realize.
By the time Mr. Navellier completes these steps, only about 0.50% of his 9,000 stocks make the cut.
While this tried and true method has evolved over the years, the core stock picking methods stayed the same. They became the foundation of Navellier’s Reno, NV-based investment firm Navellier & Associates Inc., upon inception in 1987.
Over the years, while building Navellier & Associates, Mr. Navellier took his stock picking principles and constructed a prolific career as both an investor and financial writer.
Navellier began publishing a monthly newsletter called MPT Review in 1980. Geared to individual investors, the newsletter’s goal was to bring “Modern Portfolio Theory” to the masses and educate them on how to quantify and reduce risk through diversification.
MPT was one of the first economic theories to analyze how different stocks in a portfolio can impact either other. Upon publishing MPT, Navellier was also one of the first to use the plotted graph of the efficient frontier to illustrate maximum potential returns relative to risk.
Again, this was before PCs and algorithms were even a thing.
MPT was such a success that Phillips Investment Resources, LLC (now known as InvestorPlace) partnered with him to launch The Blue Chip Growth Letter in 1997. The newsletter took the same investment principles as MPT Review but applied them to blue chip stocks.
A year later, they launched Growth Investor. It remains in circulation today and outperformed the S&P 500 by a 3-to-1 margin over the last 17 years.
Then, in January 2005, Navellier and InvestorPlace re-launched and re-branded MPT Review as “Emerging Growth.” It was so successful that The Hulbert Financial Digest rated it the top performing newsletter out of 32 others in the 20-year category from 1985–2005. Hypothetically, Hulbert projected that from 1985 through 2008, Emerging Growth’s recommendations would have outperformed the S&P 500 by 2,156%-869%.
Navellier then took his budding financial writing career to the next level in 2007 when he wrote: “The Little Book That Makes You Rich.” SFO Magazine named it one of the Top 10 Investing Books of 2007.
Two years later, Navellier launched the RevenueShares Navellier Overall A-100 ETF using his stock picking principles.
In the 35 years since Louis Navellier started his firm, he’s built it into a juggernaut with thousands of clients. He claims his quant-based systems have made picks such as Home Depot at $0.73, Microsoft at $0.38, Nike at $0.33, and Intel at just above $3.00.
Reportedly, Navellier and his team of 50 analysts and staffers currently handle over $5 billion in individual portfolios, no-load mutual funds, and institutional accounts.
Navellier and InvestorPlace also continue working together and have five newsletters in circulation:
- Growth Investor
- Breakthrough Stocks
- Accelerated Profits
- Power Options
- Platinum Growth Club
While Navellier has seen his share of controversies, including the liquidation of his ETF in 2016, and potential SEC fines of over $30 million for fraud accusations, it arguably made him more popular than ever. He travels the country hosting free investment seminars and remains a well-respected voice in the media. He most recently received profiles in two books:
Kenneth A. Stern’s “Secrets of the Investment All-Stars” in the interview “Louis Navellier, A Man Who Has Beat Them All.”
Alan R. Ackerman’s “Investing Under Fire: Winner Strategies from the Masters for Bulls, Bears, and the Bewildered.”
Navellier has also served as a trustee of the Cal State East Bay Education Foundation since December 2007 and intends to donate over $500,000 to the school over the next few years.
In his spare time, he’s also an avid collector of luxury and high-performance cars.
Navellier is married with three children and splits his time between Nevada and Florida.
Louis Navellier Review
Some consider Louis Navellier a brash snake oil salesman looking to flaunt his fancy cars. Others say his SEC investigations are red flags. More criticize the liquidation of his ETF in 2016.
But heavy is the head that wears the crown.
Louis Navellier is one of the most prolific gurus in America and has a loyal following of tens of thousands of aspiring investors for a reason.
Nobody has a crystal ball with stock market investing. If it were that easy, everyone would do it.
Louis Navellier was a prodigy ahead of his time in the 1970s. His brain functioned like a computerized stock screener before PCs could even do such a thing. People today follow his word and recommendations religiously, and he’s only endeared himself to the investing public more because of how accessible he is. He gives free seminars preaching his teachings, offers five widespread newsletters, and even has a public LinkedIn page where people can connect with him.
Again, not everyone makes perfect calls or predictions on the stock market, but Navellier’s track record speaks for itself. He claims his quant-based systems picked Home Depot at $0.73, Microsoft at $0.38, Nike at $0.33, and Intel at just above $3.00. His Emerging Growth newsletter hypothetically beat the S&P 500 over 20 years by 2,156%-869%. Over the last 17 years, his Growth Investor newsletter is also outperforming the S&P 500 by a 3-to-1 margin.
This track record of outperformance has translated to 2022 as well, especially in the energy space.
For example, his Prediction 2022 presentation on April 5, 2022, brought his proprietary research methods to the public and assigned a letter-based score on several stocks. One stock he highlighted was oil and gas producer EOG Resources as a “Grade A” and “Strong Buy.”
Since that presentation, EOG has outperformed the S&P 500 by roughly 16% and 23% in the last month and a half.
There are likely countless other recent prophetic stock picks like this from Navellier. Whatever you think of Navellier, he deserves his reputation as a savvy stock selector that revolutionized growth investing and portfolio management.
- B.S. in Finance, Cal State Hayward (now Cal State East Bay) (1978)
- MBA Cal State Hayward (1979)
April 1987 – Present
- Owner Navellier & Associates Inc.
- Oversees over $5 billion in individual accounts, no-load mutual funds, and institutional accounts.
- Emerging Growth newsletter stock picks would have potentially outperformed the S&P 500 by 2,156%-869% from 1985 through 2008.
- Growth Investor advisory service launched in 1998 has outperformed the S&P 500 by a 3-to-1 margin over the past 17 years.
- He claims his quant-based systems have made picks such as Home Depot at $0.73, Microsoft at $0.38, Nike at $0.33, and Intel at just above $3.00.
- Launched an ETF in 2009 called the RevenueShares Navellier Overall A-100 Fund.
- Began publishing a monthly newsletter geared to individual investors called MPT Review.
- Partnered with Phillips Investment Resources, LLC (now known as InvestorPlace) and launched The Blue Chip Growth Letter.
- Used the same investment strategies as MPT Review but applied them to blue chip stocks.
- Launched Growth Investor with InvestorPlace.
- Outperformed the S&P 500 by a margin of 3-to-1 over the past 17 years.
- Re-launched and re-branded MPT Review with InvestorPlace as “Emerging Growth.”
- The Hulbert Financial Digest rated it the top performing newsletter out of 32 others in the 20-year category from 1985–2005. Hypothetically, Hulbert projected that from 1985 through 2008, Emerging Growth’s recommendations would have outperformed the S&P 500 by 2,156%-869%.
- Published “The Little Book That Makes You Rich.”
- Named one of the Top 10 Investing Books of 2007 by SFO Magazine.
- Publishes five newsletters
- Growth Investor
- Breakthrough Stocks
- Accelerated Profits
- Power Options
- Platinum Growth Club
- Travels the country hosting free seminars for all types of investors.
- Appears consistently on CNBC, Bloomberg, Fox News, The Nightly Business Report, and Wall Street Week.
- Barron’s, Forbes, Fortune, Investor’s Business Daily, Money, Smart Money, and The Wall Street Journal have featured him.
- Recently profiled in two books:
- Kenneth A. Stern’s “Secrets of the Investment All-Stars” in the interview “Louis Navellier, A Man Who Has Beat Them All.”
- Alan R. Ackerman’s “Investing Under Fire: Winner Strategies from the Masters for Bulls, Bears, and the Bewildered.
- Began serving as a trustee of the Cal State East Bay Education Foundation and pledged to give Cal State $500,000 over the next few years.
- “An icon among growth stock investors”- New York Times
- “The King of Quants”- Forbes
- “The Earnings Whisperer”- CNBC
- “The adviser who recommended Google before anyone else.” –MarketWatch
- “The one advisor whose track record sits at the very top of the long-term performance ratings.”- TheStockAdvisors.com