asset classes in the effort to generate superior returns based on actively managed risk by investing along the efficient frontier, where superior returns are
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Covestor model manager James Hofmann manages the Greater China and Dividend Growth portfolios. James, a value investor, believes return on equity and dividends create and drive investor wealth. While hunting for companies with strong dividends in the 5 – 6% yield range, James often looks at utilities companies. His expertise […]
Covestor model manager Carter LeCraw was recently a guest on News@7. In the interview embedded below (hit the play button to listen), Carter discusses his firm’s values-based investing approach, which seeks exemplary companies demonstrating values of “integrity, humility, diligence, and caring.” Carter’s firm American Values Investing manages the American Heroes […]
We will be performing scheduled maintenance on May 3, 2011 between 1.00am and 4.00am EDT. During this time our website will be inaccessible for between 15 minutes and 1 hour. We apologize for any inconvenience. Mirroring and Wealth Account Holders Clients can call Customer Service at 1.866.825.3005, and press option […]
Until recently, we displayed Covestor model portfolio performance in comparison to just one benchmark, the S&P 500. This large-cap U.S. equity index was a helpful benchmark for a portion of our models, but for those with different mandates – like small-cap stocks or international focused portfolios – the S&P 500 […]
The Covestor tech team, based in London, keeps everything running smoothly (no small task) and is constantly working on new features and enhancements of our platform. We caught up with our CTO Bimal Shah at his workstation: So Bimal, what’s your job at Covestor? Chief Technology Officer. I am responsible […]
Craigmillar’s Global Clean Energy model on Covestor focuses on companies in the alternative energy sector that manager Robert Preston (pictured) believes will benefit from the long term trend of global energy decarbonization. Robert has over 30 years of experience in finance, energy research and renewable energy. He worked at Merrill […]
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 […]
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 […]
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 […]
Fertilizer provider Mosaic Company (NYSE: MOS) reported earnings last night. Strong results, on the back of a rise in phosphate and potash fertilizer prices, which were in turn driven by a rise in food demand. From Reuters: The company’s revenue jumped 30 percent [year over year] to $2.21 billion, although […]
Tarquin Coe, based in New Rochelle, NY, is the editor of The Coe Report, a brand of Chartcraft Inc. Chartcraft is a provider of market research and technical analysis, founded in 1947 by A.W. Cohen and a developer of many analytical tools still in broad use (e.g. the NYSE Bullish […]