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 […]
Frank Voisin
465 posts
For his S&P 500 Best of Breed portfolio, Covestor model manager Conrad Leifur attempts to outperform the S&P 500 by identifying those component stocks that have the greatest potential to outperform their respective sectors. Current top positions include EMC Corp (EMC), Chevron Corp (CVX) and The Dow Chemical Co (DOW). On March […]
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’ […]
For his Performance with Protection portfolio, Covestor model manager Leif Eriksen takes a top-down fundamental approach that favors large- and mid-cap companies. His goal is to outperform the market over the long run while protecting capital. Current top positions include Qualcomm Inc (QCOM), Devon Energy Corp (DVN), and NxStage Medical […]
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 […]
For his Technical Swing portfolio, Covestor model manager Michael Arold uses technical indicators in conjunction with a discretionary view of trending stocks and sectors to capture profits in short term price swings. Current top holdings include ProShares UltraPro Short S&P 500 (SPXU), Cameco Corp (CCJ) and iShares Silver Trust (SLV). On March 22, […]
Behavioural Finance Investment (BFI) Advisors eschews strict fundamental and technical investing in favor of a behavioral approach. Since 2009, the group, led by Dr. S.J. Feldman, Ricardo Vernazza, Philip Braun and Chris Panon, has been modeling sentiment in an attempt to quantify the extent of irrational sentiment priced into the […]
CreditLoan presents this fascinating infographic comparing both corporate and personal tax rates around the world. Now we wait for an infographic showing the mass migration from Denmark to Switzerland!
For his Opportunistic Value portfolio, Covestor model manager Hengfu Hsu uses proprietary computer algorithms to capture equity mispricing opportunities in mid- and small-cap stocks. Current top holdings include Mercer International (MERC), PC Mall (MALL) and Omega Protein (OME). On March 14, Hsu added to his position in PC Mall (MALL), a direct marketer of technology […]
Zack Miller is Covestor’s Head of Business Development. In his podcast below, Zack speaks with Theresa Hamacher and Bob Pozen, authors of a new book on the mutual fund industry. Mutual funds have introduced millions of Americans to investing in the stock market. While their popularity and usage may have […]
For his Cash Flow portfolio, Covestor model manager Jose Betancourt conducts fundamental analysis to find companies with high free cash flow and negative net debt. Current top holdings include ChinaCast Education (CAST), Tellabs (TLAB) and Theragenics (TGX). On March 14, Betancourt added a new position in Tellabs (TLAB), which is engaged in designing and […]
Author: Michael Arold Model: Technical Swing Disclosure: Long CCJ Cameco Corp. (CCJ) is the world’s largest uranium mining company and obviously affected by the nuclear catastrophe in Japan. The stock declined over 30% during the recent market sell-off. However, I believe that the company was overly punished and that CCJ […]