A key to Winans Investment’s success as a money manager its strong in-house research capabilities.
WI developed several investment indexes and a stock market technical indicator. These tools provide WI with useful insights into the financial trends of the last 100 years that do reoccur in present day. These indices are also used by major media, financial and academic institutions on a subscription basis through Morningstar, Global Financial Data, MetaStock & SRC Research
Developed 2013, the Winans Legacy Stock Index (WILSI) is an unweighted composite of 300 senior common stocks from diverse industry sectors which comprise the historical leadership of the U.S. economy. Most of the companies have been in continuous operation since 1897 (on average), and most have been continuously traded on the New York Stock Exchange (NYSE) since 1970.
Since the WILSI’s underlying components remain unchanged over a 40-year timeframe, this provides a baseline to compare today’s financial conditions to past stock market cycles using the exact same securities. The WILSI provides an alternative means to evaluate stock market activity (past and present), and it eliminates many of the statistical flaws inherent in conventional stock market indices (i.e., S&P 500 Index & Dow Jones Industrial Average) due to their frequent changes in underlying components and data weighting methods.