Disclaimer &
Terms of Use.

1. Nature of the content

All material published by StratCrate — on this website, in email, or in any downloadable file — is research and informational content. It describes quantitative factor methodologies, factor scores, rankings, and the statistical properties of those rankings.

Nothing published by StratCrate constitutes investment advice, a recommendation, an offer, or the solicitation of an offer to buy, sell, or hold any security or financial instrument. The content does not take into account any individual's specific objectives, financial situation, or needs.

2. No advisory relationship

StratCrate is not a registered investment adviser, broker-dealer, portfolio manager, or equivalent in any jurisdiction. Reading this site, subscribing to any publication, or corresponding with StratCrate does not create an advisory, fiduciary, or client relationship of any kind.

3. Publication lag and scope

All studies are published with a deliberate lag of at least one calendar month after the reporting period closes. Studies describe factor scores and rankings only. They do not describe actual positions, portfolio weights, holdings, or realized or unrealized performance, and they contain no timing or execution guidance.

4. Backtested and historical results

Backtested and historical results are hypothetical, may be based on assumptions that do not hold in live conditions, and are not indicative of future results. Known limitations — including look-ahead bias, survivorship bias, ex-dividend gap behavior, and odd-lot rounding drag — are documented on the Strategies page and are not corrected for in headline figures.

5. Accuracy and availability

Data is sourced from third-party providers and may contain errors, omissions, or delays. StratCrate makes no warranty as to accuracy, completeness, or timeliness, and may change, suspend, or discontinue any content at any time without notice.

6. Limitation of liability

To the maximum extent permitted by applicable law, StratCrate shall not be liable for any direct, indirect, incidental, or consequential loss or damage arising from the use of, or reliance on, any content published by StratCrate.

7. Personal responsibility

You are solely responsible for your own investment decisions. You should consult a licensed financial professional before making any investment decision. Any decision you make is your own, made independently, and independently of any content published by StratCrate.

8. Intellectual property

Site content is provided for personal, non-commercial research use. Redistribution, republication, or resale of any study is not permitted without written consent.

9. Jurisdiction and changes

This site is operated globally and targets an international audience. These terms are governed by the laws of the operator's jurisdiction of residence. These terms may be updated; the version in effect is the one published on this page.

10. Contact

Questions about this disclaimer may be sent to the address listed on the About page.