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 […]
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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 […]
John Frankola is the founder of Vista Investment Management, a Pittsburgh, PA based registered investment advisor that manages assets for high net worth individuals and institutional clients. As of January 2011, the firm has approximately $40 million under management. John has 33 years of experience in investment management, and previously […]
Focal Point Management is a California-based investment advisor founded by Amin Khakiani. A graduate of the University of Michigan, Khakiani brings a quantitative background in engineering and mathematics, as well as eleven years’ experience in corporate finance to the management of two of Covestor’s quantitative models, Quantitative Broad Index and Quantitative Hedging. The […]
D5 Advisors’ team has seen a thing or two over the past 25 years of investing. Though the Connecticut-based firm was launched in 2007, its roots began in 1995 when it was known as Trident Advisors, focusing on relative value strategies. D5 Advisors is the latest iteration of the managers’ […]
Michael Wagner knows risk. An airline pilot by profession, he has a deep respect for the riskiness of a situation, which he brings to his investment philosophy. A graduate of Ball State University, here’s how Michael became interested in investing: I got interested in trading when I saw the markets […]