We’d like to introduce you to three new model managers this week.
The first is Athena Invest which has two models with Covestor, each managed by C. Thomas Howard, Ph.D. In their models, Athena Invest, a registered investment advisor founded in 2005, uses strategy based research. Their SBI US Only model has a $10,000 subscription minimum and its top holding is Biodel Inc (NASDAQ: BIOD). Athena Invest’s second model, SBI International, also has a $10,000 subscription minimum and its top holding is Tam SA (NYSE: TAM).
Next, we have Rebound Trading, a company developed by Gerry Wollert who has over 40 years of experience trading stocks. Gerry has a bachelor’s degree from Purdue University and uses a proprietary model to select stocks and ETFs based on technical and fundamental factors. He has two models with Covestor; his Rebound MF has a subscription minimum of $5,000 and its top holding is Market Vectors Brazil Small Cap ETF (BRF). His second model with Covestor, Rebound ETF, has a $5,000 subscription minimum and its top holding is iShares MSCI Chile Investable Market Index Fund (ECH).
Lastly, is Bristlecone Value Partners, LLC. Bristlecone Value Partners was founded in 2004 and is an investment advisory firm that is employee owned. The company uses a research-intensive, value based, bottom-up approach to choosing stocks for their model. Their Large Cap Value model on Covestor has a $5,000 subscription minimum and its top holding is American Express Co (NYSE: AXP).
