Our first new manager this week is Ginu Thomas, a graduate of Columbia Business School and Bingamton University. He is a mergers and acquisitions advisor for a financial services company and has been investing in his personal account since 2001. He uses a value-based approach and identifies opportunities that result in an equity being priced at a discount to its intrinsic value. His model with Covestor, Discount to Intrinsic Value, is not restricted by asset type or market capitalization, but focuses instead on recognizing market inefficiencies that result in discounts to intrinsic value. The model has a $5,000 subscription minimum and its top holding is Transocean Ltd (NYSE: RIG).
Next we have Ronald Guerrini. In 2006 Ronald began trading contracts for difference (CFDs). He uses technical analysis to determine which equities to buy and buys mainly NASDAQ traded stocks because of their lower commissions and high liquidity. His Breakouts and Reversals model on Covestor is a day trading account with the goal of outperforming both the S&P 500 and the NSADAQ 100. The model has a $25,000 subscription minimum (a $30,000 minimum account balance is required) and its top holding is Concur Technologies Inc (NASDAQ: CNQR).
Finally, we have John Ward. John is an independent equities trader whose methodology was founded on the research and studies of unusually successful traders like Richard Wyckoff. His Covestor model, Precedent Based, is managed with a combination of fundamental analysis and market timing strategies that result from both historical precedence and the daily scrutiny of technical action. Minimizing and managing risk are the primary objectives for the model and there is no market capitalization bias. Precedent Based has a $10,000 subscription minimum and its top holding is Google Inc. (NASDAQ: GOOG).
