Covestor manager Mark Holder has over 15 years of investment experience and is a CPA. He believes that the best market opportunities arise from underfollowed or underappreciated ideas. Holder manages Covestor’s Net Payout Yields model, which Invests in stocks with high Net Payout Yields, which is the combination of dividends and stock […]
Frank Voisin
465 posts
Global Equity Analytics and Research Services LLC (GEARS) was founded by Robert Gay as a proprietary learning-based electronic documentation interpretation software company. Prior to founding GEARS, Robert was Vice President and Director of Quantitative Research at Donaldson, Lufkin and Jenrette in New York. Robert was selected to Institutional Investor Magazine’s All-American Research […]
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 […]
mortgage pass-through securities and collateralized mortgage obligations. Philip Mause recently explained this type of investment model: The world of real
Covestor model manager Fat Pitch Financials focuses on special situation stocks and is a value investor. George Silva runs the company and is an economist who did his undergraduate degree at Cornell University and his Masters at Yale University. George has twenty years of experience investing in individual stocks. He uses […]
For the Macro Plus Income portfolio, Covestor model manager Capital Ideas, a Texas based RIA co-founded by CJ Brott (pictured), aims to provide current income for investors who are five years either side of retirement. That is, we try to invest in securities suitable for income reinvestment before retirement. However, after […]
Jeremy Zhou manages Covestor’s Biotech and Medtech portfolio, which launched just recently. He brings to his investing a strong background in nutrition, toxicology and finance: his academic background includes a B.S. degree in Nutrition & Toxicology and a Masters of Public Health (MPH) with an emphasis on Epidemiology from UC Berkeley. […]
For his Anticitrade portfolio, Covestor Model Manager Spencer Mann uses a computer algorithm to value over 4,000 stocks on ten different fundamental criteria to create a relative ranking for those most suitable for the portfolio. Mann has an engineering background. He did a BS degree at Utah State University in […]
Bin Hong is one of Covestor’s new managers. He is a California based long term equity investor who focuses on both fundamental and technical indicators. He has held positions as research head of a commercial bank and as risk manager of trading desks. For his Long-Short Macro Trends portfolio, Hong combines fundamental and […]
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 […]
For his Flexible Value portfolio, Covestor model manager Walter Lu aims to maximize total returns in the long term by using a deep value investing approach that looks for liquidations, arbitrage opportunities and special situations. Current top positions include Hollywood Media Corp (HOLL), Celgene Corp (CELGZ) and Aeropostale (ARO). On […]