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positive_eps_streak on Artisan Partners Asset Management Inc. (APAM)

SIC 6282 — Investment Advice · CIK 1517302 · default direction: long

Definition

Fires on companies with consecutive years of positive earnings — quality compounder candidates. Surfaces stable franchises with earnings durability, not speculative growth.

Every time the signal fired on APAM

FYFiling dateEvent date1d5d20d60d252d
FY20252026-02-202026-02-20-3.46%-3.17%-13.70%
FY20242025-02-252025-02-25+0.17%-4.21%-2.29%+0.17%+6.72%
FY20232024-02-222024-02-22-1.03%+1.10%+5.07%+6.66%+7.43%
FY20222023-02-272023-02-27+1.70%+1.11%-4.78%+4.37%+39.19%
FY20212022-02-222022-02-22-2.88%-3.38%+0.52%-5.54%-4.94%
FY20202021-02-232021-02-23+4.27%+2.28%+7.88%+6.70%-10.90%
FY20192020-02-182020-02-18+0.36%-13.95%-43.49%-24.18%+54.25%
FY20182019-02-202019-02-20-0.93%+1.32%+0.31%+1.10%+51.75%
FY20172018-02-212018-02-21-2.18%-2.03%-0.29%-3.31%-14.24%
FY20162017-02-212017-02-21-0.16%-6.57%-11.82%-7.73%+24.72%
FY20152016-02-252016-02-25+1.60%+6.18%+4.87%+16.16%+16.29%

Forward returns are stock returns from event date (next trading day after filing). Sign is raw stock direction; the trade direction is in the calibration table below.

Universe-wide calibration (this signal across all companies)

Horizonn eventsGross stock retHit rateTrade dirNet PnLCost (bps)r/σ net
1d21,256+0.05%+49.53%long-0.16%22-0.04
5d21,258+0.10%+50.10%long-0.10%22-0.00
20d21,218-0.80%+49.80%long-1.03%22-0.04
60d19,852+1.64%+54.15%long+1.48%22+0.04
252d19,501+13.65%+64.44%long+13.47%22+0.27

Net PnL is direction × stock return − round-trip execution cost (5 bps half-spread + ADV-tiered borrow). See positive_eps_streak methodology for the full audit.


Data: /api/company/1517302/financials