Covestor manager Walter Lu is a value investor who believes that there are two keys to successful investing: an edge and proper risk management. His edge? Walter has chosen to follow the value investing philosophy because it benefits from the positive-sum game of long-term investment returns, is fundamental to the […]
Frank Voisin
465 posts
Covestor model manager Yinglan Tan invests in the strong venture-backed equities with predictable earnings and long-term growth. He is the author of the book The Way of the VC – Top Venture Capitalists On Your Board and he is currently an Adjunct Professor living in Singapore. For serious money, Yinglan […]
Robert Freedland has over 40 years of investment experience and is a full-time optical surgeon. He uses his expertise in the medical field to help select healthcare stocks. In investing, Robert utilizes two divergent strategies for identifying new names for inclusion. In strong market environments, he searches for companies with […]
Philip Pecoraro is a psychiatrist and internist with 26 years of clinical practice experience in general internal medicine, emergency medicine and general and consultation (hospital-based) psychiatry. He has been an associate professor of Medicine and Psychiatry at a university medical center. He has ten years of private investment experience and […]
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 […]
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 […]
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. […]