VMF's Market View

VMF Research Leaderboard tells the story better than any intro. It shows our total returns since publication, including multiple triple-digit winners and a consistent record of beating the market while managing risk.

Most market commentary is just noise designed to keep you clicking. This section is different. Every week, I’ll give you a direct look at how we’re navigating the current market regime, from shifting liquidity trends to specific adjustments in our model portfolios. No fluff, , just the data-driven updates you need to keep your finger on the pulse of what’s actually moving

Once a month, we pull back the curtain on the entire VMF process. We show you how a single observation, like a shift in liquidity or a new technological bottleneck, moves through our system. It starts as a thesis, evolves into a sector view, and finally lands as a position in the portfolio.

Geiger Capital

Adam Taggart

Bogumil Baranowski