Dow Jones U.S. Investment Services Index

D.J. US Investment Services Top 10: Value Investment Strategy

TOP 10 Value	VALUEVVV		GROWTHVV		SAFETYVV		COMBINED
1. Oppenheimer (XS, US)  Investment Banking & Brokerage
1. Oppenheimer (XS, US)   Investment Banking & Brokerage	89		8		4		8
2. FBR (XS, US)  Investment Banking & Brokerage
2. FBR (XS, US)   Investment Banking & Brokerage	86		100		85		92
3. Piper Jaffray (S, US)  Investment Banking & Brokerage
3. Piper Jaffray (S, US)   Investment Banking & Brokerage	84		100		73		100
4. GAIN Capital (XS, US)  Specialized Finance
4. GAIN Capital (XS, US)   Specialized Finance	80		90		50		100
5. Evercore (M, US)  Investment Banking & Brokerage
5. Evercore (M, US)   Investment Banking & Brokerage	79		83		13		1
6. Investment Technology (XS, US)  Investment Banking & Brokerage
6. Investment Technology (XS, US)   Investment Banking & Brokerage	74		63		42		38
7. Moody's (XXL, US)  Specialized Finance
7. Moody's (XXL, US)   Specialized Finance	71		64		100		100
8. Interactive Brokers (L, US)  Investment Banking & Brokerage
8. Interactive Brokers (L, US)   Investment Banking & Brokerage	71		9		87		55
9. Stifel Financial (M, US)  Investment Banking & Brokerage
9. Stifel Financial (M, US)   Investment Banking & Brokerage	66		77		94		100
10. Virtu KCG (S, US)  Investment Banking & Brokerage
10. Virtu KCG (S, US)   Investment Banking & Brokerage	66		10		53		30

January 2, 2015. Top 10s are published weekly by Top 10 schedule. (Free Stock Update)

D.J. US Investment Services Top 10: Growth Investment Strategy

TOP 10 Growth	VALUEVVV		GROWTHVV		SAFETYVV		COMBINED
1. FBR (XS, US)   Investment Banking & Brokerage
1. FBR (XS, US)   Investment Banking & Brokerage	86		100		85		92
2. Piper Jaffray (S, US)   Investment Banking & Brokerage
2. Piper Jaffray (S, US)   Investment Banking & Brokerage	84		100		73		100
3. GAIN Capital (XS, US)   Specialized Finance
3. GAIN Capital (XS, US)   Specialized Finance	80		90		50		100
4. Evercore (M, US)   Investment Banking & Brokerage
4. Evercore (M, US)   Investment Banking & Brokerage	79		83		13		1
5. Stifel Financial (M, US)   Investment Banking & Brokerage
5. Stifel Financial (M, US)   Investment Banking & Brokerage	66		77		94		100
6. E*TRADE (XXL, US)   Investment Banking & Brokerage
6. E*TRADE (XXL, US)   Investment Banking & Brokerage	53		71		46		30
7. Intercontinental (XXL, US)   Specialized Finance
7. Intercontinental (XXL, US)   Specialized Finance	29		68		33		28
8. Moody's (XXL, US)   Specialized Finance
8. Moody's (XXL, US)   Specialized Finance	71		64		100		100
9. Investment Technology (XS, US)   Investment Banking & Brokerage
9. Investment Technology (XS, US)   Investment Banking & Brokerage	74		63		42		38
10. Cboe Global Markets (L, US)   Specialized Finance
10. Cboe Global Markets (L, US)   Specialized Finance	22		58		31		17

January 2, 2015. Top 10s are published weekly by Top 10 schedule. (Free Stock Update)

D.J. US Investment Services Top 10: Safety Investment Strategy

TOP 10 Safety	VALUEVVV		GROWTHVV		SAFETYVV		COMBINED
1. Moody's (XXL, US)   Specialized Finance
1. Moody's (XXL, US)   Specialized Finance	71		64		100		100
2. Greenhill (XS, US)   Investment Banking & Brokerage
2. Greenhill (XS, US)   Investment Banking & Brokerage	58		1		95		25
3. Stifel Financial (M, US)   Investment Banking & Brokerage
3. Stifel Financial (M, US)   Investment Banking & Brokerage	66		77		94		100
4. CME Group (XXL, US)   Specialized Finance
4. CME Group (XXL, US)   Specialized Finance	63		54		92		88
5. Interactive Brokers (L, US)   Investment Banking & Brokerage
5. Interactive Brokers (L, US)   Investment Banking & Brokerage	71		9		87		55
6. Morgan Stanley (XL, US) ☀   Investment Banking & Brokerage
6. Morgan Stanley (XL, US) ☀   Investment Banking & Brokerage	38		49		86		60
7. FBR (XS, US)   Investment Banking & Brokerage
7. FBR (XS, US)   Investment Banking & Brokerage	86		100		85		92
8. MSCI (M, US)   Specialized Finance
8. MSCI (M, US)   Specialized Finance	35		21		82		57
9. S&P Global (XXL, US) ☀   Specialized Finance
9. S&P Global (XXL, US) ☀   Specialized Finance	13		45		79		39
10. INTL FCStone (M, US)   Investment Banking & Brokerage
10. INTL FCStone (M, US)   Investment Banking & Brokerage	58		1		75		17

January 2, 2015. Top 10s are published weekly by Top 10 schedule. (Free Stock Update)

D.J. US Investment Services Top 10: Combined Investment Strategy

TOP 10 Combined	VALUEVVV		GROWTHVV		SAFETYVV		COMBINED
1. Piper Jaffray (S, US)   Investment Banking & Brokerage
1. Piper Jaffray (S, US)   Investment Banking & Brokerage	84		100		73		100
2. Stifel Financial (M, US)   Investment Banking & Brokerage
2. Stifel Financial (M, US)   Investment Banking & Brokerage	66		77		94		100
3. Moody's (XXL, US)   Specialized Finance
3. Moody's (XXL, US)   Specialized Finance	71		64		100		100
4. GAIN Capital (XS, US)   Specialized Finance
4. GAIN Capital (XS, US)   Specialized Finance	80		90		50		100
5. FBR (XS, US)   Investment Banking & Brokerage
5. FBR (XS, US)   Investment Banking & Brokerage	86		100		85		92
6. CME Group (XXL, US)   Specialized Finance
6. CME Group (XXL, US)   Specialized Finance	63		54		92		88
7. Morgan Stanley (XL, US) ☀   Investment Banking & Brokerage
7. Morgan Stanley (XL, US) ☀   Investment Banking & Brokerage	38		49		86		60
8. MSCI (M, US)   Specialized Finance
8. MSCI (M, US)   Specialized Finance	35		21		82		57
9. Interactive Brokers (L, US)   Investment Banking & Brokerage
9. Interactive Brokers (L, US)   Investment Banking & Brokerage	71		9		87		55

January 2, 2015. Top 10s are published weekly by Top 10 schedule. (Free Stock Update)

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Top 10 lists may contain fewer than 10 stocks due to Obermatt’s top 10 quality standards.

Top 10 Stocks from the purely finance fact-based Obermatt Method for the investment strategies Value, Growth and Safety in the stock index Dow Jones U.S. Investment Services Index from January 2, 2015.