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About Napali Research

The conventional wisdom in the financial industry is that an "edge" (a systematic investing advantage) should be monetized through fee-based vehicles such as hedge funds or mutual funds. These strategies inherently produce conflicts of interest since the fees are asset-based, and therefore the business model becomes one of asset accumulation, i.e. marketing, instead of providing the best investment data and ideas, and long-term performance, for clients. As we see in every financial bust, some "edges" are fleeting, and the collapse of funds leaves investors with huge losses but managers keeping the fees earned in the good years.

Napali Research is dedicated to the idea that the considerable research effort and data costs to produce high-quality investment analysis and screening can be made accessible to broad audiences of sophisticated investors without the conflicts of interest inherent in a business model of asset accumulation. Standard or custom screens, data analysis, results of fundamental and/or technical research, historical (back testing) analysis, and much more can be made available free, or at a reasonable cost.

And, finally, capitalism works best when capital flows to its best use, and ideally a good investment is synonymous with the best use of investors' capital.

News

Well-known investment author and columnist Hewitt Heiserman Jr. is publishing regular investment columns at www.TheStreet.Com's RealMoney.com subscription site on Risk/Reward analysis using results of Napali Research custom screens.

Napali Research's Founder

M. Klein Napali Research's founder, Dr. Michael Klein, combines 25 years of engineering experience in design and software tools with data-driven business analysis within the constraints of noisy and incomplete data. The result is an ultra-efficient software framework architected to overcome the difficulty of applying complex screens to large datasets and provide meaningful results with fast turnaround.

Dr. Klein's professional career started in electrical engineering and computer science with degrees from Caltech (BS) and UC Berkeley (MS and PhD). He worked as an engineer and engineering manager in numerous Silicon Valley startup companies until 2004. He came to realize that many of today's most difficult engineering problems involve managing complexity: complexity of data, of dependencies, of noise, of extremely large data sets.

In 2004 Dr. Klein began applying his analytical and complexity management skills to investing. A large part of the rationale was the commonality between managing complexity in engineering and complexity in business analysis.

Dr. Klein has been a contributor of screening strategies and results to investment discussion boards since 2003. The Motley Fool named him the 2006 Feste Award winner based on a popular vote of tens of thousands of board readers as best exemplifying The Motley Fool's motto of "Learning Together." He has provided many screening services over the years to help other investors find hidden opportunities specific to their skills and interests. Dr. Klein's personal investment strategy is screen-based and uses the same tools and data as Napali Research employs.

 
   
 

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