Covestor manager Scott Daly is a fifteen year veteran of the investment management business. He describes his investment style as active management utilizing a proprietary method for strategic risk reduction. Here’s how Scott got his start in investing: After a period of personally investing in mutual funds, I came to […]
Monthly Archives: April 2011
120 posts
New Covestor manager Diddi Capital Advisors Inc. is a New Jersey based boutique investment advisory firm specializing in Global and Emerging Markets Investment strategies. The experience of the firm since its inception in 2004 has been in investing in the emerging BRIC nations and frontier markets. Rahul Didi, the firm’s […]
Covestor model manager Raymond Urci brings more than 20 years of investing experience to New York based QSP Group LLC. He manages Covestor’s QuantStockPicks model. Here’s the strategy: QuantStockPicks provides a systematic, quantitative swing trading strategy to actively trade equities in both volatile and static markets. QuantStockPicks is a very concentrated portfolio with […]
Update: Kansas, class act veteran journalist, writes in to acknowledge the mistaken description of the ProShares ETF. Dave Kansas makes some good points in his WSJ article today on the latest batch of “specific, complex, risky” ETFs, but this is not among them: Conversely, the ProShares UltraShort S&P 500 (SDS), […]
Here’s a really interesting tidbit from a man who knows both Apple (Nasdaq: AAPL) and Google (Nasdaq: GOOG) platforms intimately from a business perspective. Bob Bowman is the head of MLB.com, major league baseball’s very successful digital business. In a Q&A with Peter Kafka of AllThingsD, Bowman had this to […]
Another great sketch from Carl Richards: From Richards’ newsletter accompanying the sketch: We love control. You name it, we’d probably prefer to control it. But from the weather to our kids, there are limits to what we can control, and in no place is this more clear than our finances… […]
Jose Betancourt is one of Covestor’s model managers. He works as a Portfolio Manager for Betan Group, a holding company, where his role is to make decisions on where to invest the company’s capital through a fundamental analysis of the market. He also works in the capacity of Director for an […]
Verizon Wireless (VZ) has recently been in the news following ATT's (T) acquisition of T-Mobile. According to David Green of the Hotchkis and Wiley Value
Minnesota based Covestor manager Leonard Fox worked for 25 years at AT&T. He retired from the company in 2003 to join Scarecrow Trading, which provides absolute return market index signals for individual account management, investment advisors, and investment clubs. In doing so, Scarecrow Trading has developed various signals that are […]
Capital Ideas, Inc. is a Dallas, Texas-based RIA established in 1984. CJ Brott (pictured) and Karen Burns are the two founding principals and have access to many industry contacts, which they draw upon when making investment decisions. Capital Ideas adopts an approach to stock selection that is primarily “bottom up” […]
Author: Jack Brown (Laureola Asset Management) Model: Dividend Payers Disclosure: None Many stock market participants have been scratching their heads about the recent strong performance of what they perceive to be low quality stocks, and quite often cite the strong performance of small cap stocks as a case in point. […]