Covestor manager Don Merrell is currently a real estate financial consultant based in Parker, Colorado. He was educated at Arizona State University and has held the position of Division President and regional CFO at national homebuilders. He has been investing since the early 80s – here’s how he got started:
Upon first reading a mutual fund prospectus in 1982, I immediately became interested in the investment world. Around this time I was introduced to Berkshire Hathaway and Warren Buffett. I began reading everything I could on Buffett’s investments and investing philosophies, including Benjamin Graham’s books “Security Analysis” and “The Intelligent Investor”. Ever since, I have been interested and actively involved in investing, managing my own portfolios.
With roots in value investing, Merrell’s current investment style is described as a fundamentals-based, valuation approach.
Merrell manages Covestor’s relatively new Small to Mid-Cap Value model which began in early February and seeks to invest in companies that demonstrate a significant gap between market price and intrinsic value. Current top positions include Ross Stores (NASDAQ: ROST), Dover Corp (NYSE: DOV) and Applied Materials (NASDAQ: AMAT)
Outside of investing, Merrell is an avid golfer and dirt-bike rider.
