ORIGIN

The name E5A was chosen by our CEO because it was derived from and reflects the two driving forces of the agency’s processes–qualitative and quantitative.

That declaration still resonates with our team.

He observed a toddler catching and freeing a butterfly from his hands, declaring “E5A, E5A”—in toddler-speak, “he flew away, he flew away.” That declaration resonated with us. Years later, E5A appeared multiple times in a multifactor model our CEO co-built for stock screening, scoring, and ranking. These two very different intersections of E5A—the artistic and the scientific—yield the balance that our firm seeks to leverage for our clients’ success.

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