Gehman Capital Solutions, Ltd. was founded in 2005 by Gerald P. Gehman. Gerald’s goal was to search for securities at prices significantly below their long-term valuation level and buy them. He has more than 50 years experience in investing and looks for companies with a unique product in a growing industry. The Gehman Capital model for Covestor, Undervalued Growth Companies, identifies those companies with a unique product and the financial resources to withstand economic stress but that also have a management team identifying goals that they are committed to achieve. The model has a $5,000 subscription minimum and the top holding in the model is EZchip Semiconductor Ltd (NASDAQ: EZCH).
Empire Advisors, owned by Moshe Kahan, is a New York State Registered Investment Advisor. Moshe has been active in investing and following the markets since 1995 and focuses his business on high net worth and institutional clients. In his model with Covestor, Minimizing Risk, he attempts to outperform the markets while presenting less volatility and risk. He acknowledges that the model may forgo an opportunity to profit in order to present lower risks. The model has a $25,000 subscription minimum. The model currently has no holdings but will focus on broad-based ETFs.
Model manager Zhao Li credits his background in engineering for allowing him to be comfortable and unemotional when dealing with, and analyzing, numbers. Before choosing a company to invest in he looks at the company’s financials and then determines how they fit in the current market environment. His model with Covestor is Concentrated Value and in it, he attempts to profit on the movement of the market while buying stock in strong companies with depressed stock prices. The model has a $5,000 subscription minimum and currently has no holdings.
