Important Disclaimer: Ken Kam, Marketocracy Data Research's Editor in Chief, also is portfolio manager for mutual and hedge funds advised by a Marketocracy affiliate. Before relying on his opinions, always assume that he, Marketocracy, its affiliates and clients have material financial interests in these stocks and hold or trade them contrary to those opinions. Continue reading for more detailed and important disclosures, disclaimers, limitations and material conflicts of interest.

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September 22, 2009

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February 25, 2009

15 Marketocracy Model Funds Outperform Top Ranked U.S. Stock Fund for 5 Years

End of Year Rankings Highlight Current Hot Hands with Long-term Skill

San Mateo, CA, February 25, 2009 - Marketocracy Data Services LLC, (MDS) an investment research firm, whose mission is to find the best investors in the world, today announced its end of year results that puts its model funds atop the rankings against the best stock mutual funds in the country.

One key statistic: 201 Marketocracy model funds would have ranked within the top 50 of all U.S. stock mutual funds for five years as of December 31, 2008 and 49 out of those 201 would have also ranked in the top 50 of all U.S. stock mutual funds in 2008.

"Investing is a rare skill, so finding a portfolio manager, that can deliver performance that ranks at the top for all mutual funds for 5 years AND atop the rankings for the last year - especially a year like last year - is very difficult," explained Mark Taguchi, President of MDS. "Those performance numbers are the best indicators of long-term skill and short-term timeliness and as evidenced by the numbers, Marketocracy has a lot of managers with those qualities."

Below are some additional performance highlights from Marketocracy model funds as of December 31, 2008:

  • 15 Marketocracy model funds would have ranked above the top U.S. stock mutual fund for 5 years and six of those would also have ranked above the top U.S. stock mutual fund for 2008
  • 201 Marketocracy model funds would have ranked better than Top 50 U.S. stock mutual funds for 5 years and of those:
    • 7 would have ranked above the top U.S. stock mutual fund for 2008
    • 49 would have ranked above the top 50 U.S. stock mutual fund for 2008
    • 29 would have ranked above the top U.S. stock mutual fund for 3 years
    • 98 would have ranked above the top 50 U.S. stock mutual funds for 3 years
  • Out of the 50 highest returns for the five year period - 44 of those top ranked were Marketocracy model funds

Marketocracy's model funds are managed in real-time and performance is calculated net of fees based on a daily net asset value - the same way that mutual fund returns are calculated. The model funds included are long-only and can only invest in securities that trade on U.S. stock exchanges. The data includes Top 50 Domestic Stock Mutual Funds for 5 years as of 12/31/08 from Morningstar out of 3,028 Unique (use only one share class per multi-share class funds) from all 10,720 Domestic Stock Mutual Funds plus the 201 Marketocracy Model Funds that would have ranked better than Top 50 Domestic Stock Mutual Funds for 5 years. Performance charts are available to interested media.

"Performance is the best indicator of skill but digging much deeper into how that performance was delivered is what Marketocracy does best. Marketocracy has much more detailed trading data on more portfolio managers than any other firm and that gives us a distinct research advantage when searching for the best managers," described Taguchi. "It is like finding a needle in a haystack and Marketocracy's haystack goes beyond Wall Street's."

After more than eight years of tracking, analyzing, and evaluating 100,000 model funds, the "best of the best" managers are selected as mFOLIO Masters. MDS offers mFOLIOs, actively managed model portfolios of mFOLIO Masters, to registered investment advisors (RIAs) for use in separately managed accounts for their clients.

To learn more about the mFOLIO Masters, including Jack Weyland, and to see their investment track records, please visit: http://m100.marketocracy.com/jackweyland

Marketocracy Data Services LLC (MDS) is an investment research firm, whose mission is to find the best investors in the world by developing the most extensive farm system of investment talent, to refine a team investment process, and to generate actionable research. Its website - www.marketocracy.com - is home to over 80,000 people from 130 countries that manage 100,000 model stock funds.

December 8, 2008

Marketocracy Selects John Navin as an mFOLIO Master for Managed Accounts

Navin navigated the market crisis with skillful timing

San Mateo, CA, December 8, 2008 - Marketocracy Data Services LLC, (MDS) an investment research firm that has developed the industry's most extensive farm system of investment talent, announced the addition of John Navin to its growing team of mFOLIO Masters, bringing the total number to twelve. Navin navigated through the crisis earlier this year and is ahead of the S&P 500 Index with his JMF model fund by over 28% year-to-date and by over 20% annualized since inception of May 7, 2001.

"As a technical analyst, when I see something like the 50-day moving average cross below the 200-day moving average, I take notice because that indicates the potential for a bear market," explained John Navin. "I use complex Fibonacci mathematics and other methods to verify or negate such a signal. This was the strongest bear signal I had seen since I'd started with Marketocracy in 2001. So in April I moved into cash and started buying inverse ETFs and stocks I thought would fare better even in a bear market."

“Investing is a rare skill so finding great portfolio managers is like finding a needle in a haystack,” explained Mark Taguchi, President of MDS. “We have more data on more managers and that gives us a distinct research advantage in finding the best managers with long-term track records that are doing well right now – even in this volatile market.”

MDS will offer an mFOLIO based on Navin’s JMF model fund for registered investment advisors (RIAs). An mFOLIO is an actively managed model portfolio that RIAs can use to manage client accounts with. The company’s affiliate, Marketocracy Capital Management LLC (http://advisor.marketocracy.com) offers separately managed accounts that invest in the stocks of the mFOLIO Masters and allow investors to mix and match mFOLIOs to their personal investment needs and objectives.

mFOLIO Masters are ‘best of the best’ model portfolio managers that have risen through the ranks at www.marketocracy.com. For over eight years Marketocracy has tracked 100,000 model portfolios, analyzing their performance, sifting through millions of trades to search for those skilled enough to be called mFOLIO Masters. To learn more about all the mFOLIO Masters, including John Navin, and to see their detailed investment track records, please visit: http://m100.marketocracy.com

Marketocracy Data Services LLC (MDS) is an investment research company whose mission is to develop the most extensive farm system of investment talent, to refine a team investment process, and to generate actionable research. Its website - www.marketocracy.com - is home to over 80,000 people from 130 countries that manage 100,000 model stock portfolios.

Marketocracy Capital Management LLC is an investment management firm which uses the research generated by MDS and manages mutual funds, hedge funds, and separately managed accounts and is an affiliate of MDS.

October 2, 2007

Marketocracy Celebrates ''Seven Years of Investing Track Records''

the ONLY Investment Website That Has Long-Term Performance Data on Its Members

Gathering of the Best Investors in the World - m100 Annual Meeting to be held October 5-7th at Marketocracy headquarters

SAN MATEO, CA, October 2, 2007 Marketocracy Data Services LLC, an investment research firm that has pioneered social networking for the investment industry and has the most extensive farm system of investment talent in the world, announced today the annual gathering of the m100 - the company’s top model portfolio managers at the company’s headquarters in San Mateo, CA to be held October 5th-7th.

“We are first and foremost an investment company using a social network to do research – not a social network trying to be an investment company,” said Ken Kam, Founder and CEO of Marketocracy, Inc. and Chief Investment Officer for Marketocracy Capital Management LLC. “Social networks can be good for finding a friend but if you want to find a great investor, there is no substitute for a long-term track record. Investing talent is rare and I want to see a long-term track record before I’m willing to invest my money or our clients’ money.”

Marketocracy has built an army of tens of thousands of investing fanatics that trade stocks at www.marketocracy.com - the most realistic stock market simulation in the world. For over 7 years, Marketocracy has tracked their trading activity, evaluated their stock picking and trading performance, and identified their investing strengths and weaknesses.

The m100 are the top 100 selected based on long-term track records that demonstrate superior investment skill and the likelihood that they will deliver short-term performance. The Marketocracy m100 trading represents the “wisdom of the best,” explained Mark Taguchi, President of Marketocracy Data Services. “We have found that the best investors beat the market by knowing when to go against the crowd. That’s why the trading data generated from the m100 is used by professional investment managers to help drive the trading of their funds and managed accounts.”

Marketocracy Data Services, LLC is an investment research company whose mission is to develop the most extensive farm system of investment talent, to refine a team investment process, and to generate actionable research. Its website - www.marketocracy.com - is home to over 80,000 people from 130 countries that manage 100,000 model stock portfolios. The company’s affiliate, Marketocracy Capital Management, LLC, uses the research generated by Marketocracy Research and manages mutual funds, hedge funds, and separately managed accounts.

August 28, 2007

Marketocracy Adds New Multi-Zone mFOLIO for Managed Accounts

mFOLIO Lineup continues to grow as Marketocracy identifies the world's best investment talent

SAN MATEO, CA, August 28, 2007 Marketocracy Data Services, LLC, an investment research firm that has developed the industry's most extensive farm system of investment talent, announced today the addition of Randolph McDuff to its team of mFOLIO Masters. With one of the longest investing track records at Marketocracy, McDuff has beaten the S&P 500 Index with his RMG1 model fund by over 24% a year for the last 7 years and with his micro-cap RMG2 model fund by over 37% a year.

Marketocracy will offer a mFOLIO based on McDuff's RMG1 Value Oriented Growth model fund for registered investment advisors (RIAs). A mFOLIO is an actively managed model portfolio that RIAs can use to manage client accounts with. The company's affiliate, Marketocracy Capital Management, LLC (http://advisor.marketocracy.com) offers separately managed accounts that invest in the stocks of the mFOLIO Masters and allow investors to mix and match mFOLIOs to their personal investment needs and objectives.

"During a choppy market when it isn't clear what sectors to be in, I want someone with a proven track record of successfully navigating through shifts in the market to make the call," explained, Mark Taguchi, President of Marketocracy Data Services. "It is a rare skill that we value highly when investing our family's money," added Taguchi. "Most funds and managers invest only in a single sector or industry of the market and put the burden on the investor to decide when it is the right time to get in or out."

RMG1 has soundly beaten all the indices with a "multi-zone," or flexible portfolio, that has generated returns in multiple sectors. Most recently he has shifted out of Energy and has moved into Health Care and Financials in his RMG1 model fund with Mastercard, Inc. (nyse: MA) as his largest position.

To learn more about Randolph McDuff and to see his detailed investment track record, please visit: http://m100.marketocracy.com/rmcduff_RMG1/

Marketocracy Data Services, LLC is an investment research company whose mission is to develop the most extensive farm system of investment talent, to refine a team investment process, and to generate actionable research. Its website - www.marketocracy.com - is home to over 80,000 people from 130 countries that manage 100,000 model stock portfolios. The company's affiliate, Marketocracy Capital Management, LLC, uses the research generated by Marketocracy Research and manages mutual funds, hedge funds, and separately managed accounts.

June 7, 2007

Marketocracy's mFOLIOs for Retail Investors a Success

SAN MATEO, Calif. June 7, 2007 -- Marketocracy, Inc., an investment management and research firm that has developed the industry's most extensive farm system of investment talent, announced today that due to increasing demand from investors, the company has raised the minimum account size for the Marketocracy mFOLIO Managed Account Program from $10,000 to $50,000. The minimum amount per mFOLIO remains $10,000. This change will take effect as of July 1, 2007 and existing accounts will be grandfathered in with the current minimums.

The mFOLIO Managed Account Program provides investors with professionally managed personal accounts that invest in Marketocracy's mFOLIOs: portfolios of stocks by individual mFOLIO Masters those with the best long-term investment track records at Marketocracy.

"Our mFOLIOs have exceeded our expectations. Now that we're ready to ramp up our program, we're raising the minimum account size," explained Ken Kam, President of Marketocracy Capital Management LLC, a registered investment adviser. "Investors who want great track records that they can believe in have made our mFOLIOs a success."

"mFOLIOs are like mutual funds only better great track records with detailed statistics on the trading decisions of the mFOLIO Masters over the last five years gives investors the ability to mix and match mFOLIOs to meet their financial needs and objectives," added Kam. "It's the way I always wanted to invest my family's money and I think most investors would like to invest their's as well."

mFOLIOs are offered exclusively through separately managed accounts by Marketocracy Capital Management LLC. mFOLIOs can be mixed and matched to personalize portfolio accounts for investors and are appropriate for the "explore" portion of an investor's overall portfolio with the objective to deliver excess return. Investors can learn more about mFOLIOs--including an assessment of the risks associated with these kinds of investments and open an mFOLIOs managed account at http://advisor.marketocracy.com.

Marketocracy, Inc. is an investment management and research company whose mission is to develop the most extensive farm system of investment talent, to refine a team investment process, and to generate actionable research. Its subsidiary, Marketocracy Research, has a website - www.marketocracy.com - which is home to over 80,000 people from 130 countries that manage 100,000 model stock portfolios. The company's subsidiary, Marketocracy Capital Management LLC, uses the research generated by Marketocracy Research and manages mutual and hedge funds, and separately managed accounts.

February 20, 2007

Marketocracy Selects mFOLIO Masters: Could one of them be the next Warren Buffett?

San Mateo, CA, February 20, 2007 Marketocracy, Inc., an investment management and research firm that has developed the industry's most extensive farm system of investment talent announced today that after six years of tracking all of the trading decisions of 80,000 people from 130 countries managing over 100,000 model portfolios, they have selected its first team of Marketocracy mFOLIO Masters. The company's subsidiary, Marketocracy Capital Management LLC offers separately managed accounts that invest in the stocks of the mFOLIO Masters and allow investors to mix and match mFOLIOs to their personal investment needs and objectives.

"We have access to more detailed track records on more people managing portfolios than anyone else in the world," explained Ken Kam, CEO and Founder of Marketocracy, Inc. "We've proven our team investment process by beating the market in four out of the five years with our mutual fund, selecting a group of 100 model portfolios, we call the m100. Now we have enough data on enough people to select the first four Marketocracy members - the ones that I trust to help me manage my family's money. We call them our mFOLIO Masters."

Described as the longest interview process in the world - the mFOLIO Masters have managed model mutual funds that would have ranked in the top ten mutual funds in the country for returns over the last five years. That includes all transaction fees and a management fee of 2%. What is more amazing is that they delivered those returns with diversified portfolios.

"If you're looking for the next Warren Buffett or Peter Lynch - someone to manage your money - the most valuable information you could have is the detailed track record of the individual manager," explained, Mark Taguchi, President of Marketocracy Research. "The rest of the industry is still stuck in the dark ages and only gives investors the high level track record of a FUND but not the detailed track record of the MANAGER managing the fund."

If you think you could be the next Warren Buffett and want to manage money, the best way to prove it and to get "discovered" is by developing your own personal track record of investing at Marketocracy. It is the most valuable asset a portfolio manager can have. That is why Marketocracy members have been managing their model portfolios at Marketocracy for up to six years now.

"If they're good, we'll put our own money behind them," offered, Kam, "and if they're really good, we'll add them to our mFOLIO Managed Account Program and recommend our clients invest alongside us in the stocks of the mFOLIO Masters."

To read more about mFOLIOs and the mFOLIO Masters, please visit: http://advisor.marketocracy.com/mFOLIO/

Marketocracy, Inc. is an investment management and research company whose mission is to develop the most extensive farm system of investment talent, to refine a team investment process, and to generate actionable research. The company's subsidiary, Marketocracy Research has a website - www.marketocracy.com - which is home to over 80,000 people from 130 countries that manage 100,000 model stock portfolios. The company's subsidiary, Marketocracy Capital Management LLC, uses the research generated by Marketocracy Research and manages mutual and hedge funds, and separately managed accounts.

Marketocracy Partners with FOLIOfn to Launch mFOLIOs for Retail Investors

Professionally managed personal portfolio accounts starting at $10K

San Mateo, CA, February 20, 2007 Marketocracy, Inc., an investment management and research firm that has developed the industry's most extensive farm system of investment talent, and FOLIOfn, Inc., an innovative online securities firm that pioneered the offering of portfolios to investors and owns a number of patents on the method, announced today the launch of the mFOLIO Program of professionally managed personal portfolio accounts for the retail investor. mFOLIOs provide access to the best of Marketocracy on the FOLIOfn platform.

"mFOLIOs are like mutual funds only better," explained Ken Kam, President of Marketocracy Capital Management LLC, a registered investment adviser. "Through the power of the internet and FOLIOfn's innovative technology, we've reduced the minimum investment for mFOLIOs to $10K. We're able to provide retail investors access to the kind of investment accounts that until now were available only to wealthy investors with a minimum of $100,000-$500,000. FOLIOfn's innovative trading platform allows us to cost-effectively trade 'fractional shares' and capture a higher percentage of the returns from our model portfolios and their window trading allows us to actively trade clients' portfolios at no additional cost."

"Our partnership with Marketocracy is an ideal match for us because we share the same goal to change the way people invest and transform this trillion dollar investment industry by making it easier for investors to own diversified portfolios," said Steven M.H. Wallman, founder and CEO of FOLIOfn. "We're excited to support Marketocracy's unique offering related to identifying and incubating investment talent for the benefit of other investors," he added.

mFOLIOs are offered exclusively through separately managed accounts by Marketocracy Capital Management LLC using the FOLIOAdvisor trading platform. mFOLIOs can be mixed and matched to personalize portfolio accounts for investors and are appropriate for the "explore" portion of an investor's overall portfolio with the objective to deliver excess return. Investors can learn more about mFOLIOs, including an assessment of the risks associated with these kinds of investments, and open an mFOLIOs managed account at http://advisor.marketocracy.com/.

Marketocracy, Inc. is an investment management and research company whose mission is to develop the most extensive farm system of investment talent, to refine a team investment process, and to generate actionable research. Its subsidiary, Marketocracy Research, has a website - www.marketocracy.com - which is home to over 80,000 people from 130 countries that manage 100,000 model stock portfolios. The company's subsidiary, Marketocracy Capital Management LLC, uses the research generated by Marketocracy Research and manages mutual and hedge funds, and separately managed accounts.

FOLIOfn is an innovative online securities firm that provides a patented platform allowing investors to economically create and manage a diversified portfolio. Using listed securities, actively-managed mutual funds, index funds, ETFs and other securities, investors can purchase entire portfolios in a single transaction, with no minimum, investing by dollar amount or number of shares. The company also provides a comprehensive platform for more than 150 registered investment advisory firms, independent broker-dealers, and money managers through its FOLIOAdvisor service. Founded by former U.S. Securities and Exchange Commissioner, Steven M.H. Wallman, FOLIOfn has grown into one of the largest brokerages by number of trades handled in the U.S. The firm's goal is to foster investor success by adding clarity, value and integrity to the investor experience. Its website is www.foliofn.com.

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