Steven Castellano of Ascendere Associates is a graduate of Babson College. He has more than 15 years of experience in finance and analytical consulting studies and during that time, has developed fundamental equity valuation models and basic quantitative models to generate stock ideas. His model with Covestor, Systematic Long Only, combines public data, consensus estimates and other information to find stocks or inverse ETFs to buy. The portfolio has a bottom-up, GARP strategy. The minimum subscription is $50,000 and the top holding in the model is Assured Guaranty Ltd (NYSE: AGO).
Professional trader Jesse Barkasy has worked with client accounts for 13 years and traded in his own accounts for 24. His interest in the stock market began when he was 18. He is interested in the hedge fund industry and reads charts while following trends, activities that are supported within his Trend Following model with Covestor. He sometimes takes large risks within the model but will cut losses if he sees that trends are changing. The model has a $5,000 subscription minimum and its top holding is Seattle Genetics (NASDAQ: SGEN).
Hengfu Hsu of Analytic Investment has a degree in computer engineering and is an investment advisor. He uses proprietary computer algorithms and bottom-up financial analysis to manage portfolios. He has two Covestor models. The first, Focus ETF, looks for ETF mispricing opportunities created by market inefficiencies. Within the model, Hengfu sells expensive ETFs in favor of buying cheaper. The model has a $10,000 subscription minimum and the top holding is iShares S&P US Preferred Stock Index Fund (PFF). Hengfu’s second model with Covestor is the Focus Value model. Still looking for mispricing and market inefficiencies, this model differs in that it invests in equities. As in the previous model, expensive equities are quickly sold in favor of cheaper ones. The model has a $10,000 subscription minimum and the top holding is UFP Technologies Inc (NASDAQ: UFPT).
