BTC Impex takes a generalist approach to investing with no focus on any particular industries or sectors. They specialize in value stocks and use a combination of top down analysis with bottom up fundamental analysis. They attempt to identify companies that are either fundamentally strong or weak and find both the over and the under-valued securities. Their Long-Short Generalist model attempts to profit from the out-performance of long holdings and the under-performance of short holdings. While the model has no holdings currently, it will hold up to ten positions and will sell whenever a position reaches a targeted value. The model has a minimum subscription of $5,000.
TruePath Financial provides investors with quantitative strategies that are well researched. They identify exploitable patterns in certain asset classes. They use both technical and fundamental research to reduce the probability of buying and selling at the wrong time. They also compute long-term valuation using Robert Shiller’s “Cyclically Adjusted Price to Earnings Ratio” (CAPE) while making adjustments to accommodate the current rate of inflation. The top holding in their Archipelago model is Rydex S&P SmallCap 600 Pure Value ETF (RZV) and the model’s minimum subscription is $5,000.
AthenaInvest is not a new model manager with Covestor. Their Athena US Equity and Athena International Equity models have been with Covestor since July 2010. Their new model, Athena Dividend Plus, uses AthenaInvest’s patented Strategy Based Investing methodology to find positions and create a concentrated model. Athena Dividend Plus will hold between 10 and 20 stocks with high dividends. If a company should suspend its dividend, the stock may be sold from the model. Athena Dividend Plus has a $5,000 subscription minimum and the top holding in the model is US Ecology Inc (NASDAQ: ECOL) which, according to money.CNN.com, had a 4.23 percent dividend yield on December 23rd.
