Covestor manager Felix Tong hunts for companies with a durable competitive advantage but suffering a temporary setback. Most stocks are smallcap US companies
Bali Zhu combines his highly advanced technical skills to assess the fundamental and technical characteristics of small-cap stocks.
The ETF Review Covestor portfolio comes from Chartcraft Inc., which was founded in 1947 by the legendary A W Cohen. The new model is run by Julian Burney.
Socially responsible investor RMHI incorporates animal welfare in its investment considerations, and seeks a blend of bottom up value and price momentum.
Google analyst and investor follows volatility statistical arbitrage, which first piqued his interest as an economics student at Cornell University.
growth territory, and China has shown the ability to both slow and increase the pace of its economic activity. “China still has many arrows in their quiver to
Beckerman Institutional uses a a fundamental, bottom-up approach to manage a concentrated, hedge-fund style investable model for Covestor.
Oceanic Capital Management's analysis begins with prudent asset allocations, then uses economic and fundamental analysis to target specific positions.
Check out Green Valley Wealth Advisors LLC, one of Covestor's newest model managers. They use quantitative, thematic and contrarian investment methods.
Questions on the laptop from Fabrice Tourre, written about by New York Times' Louse Story and Gretchen Morgenson.
Sprint Nextel was purchased because of bullish fundamentals and technicals. The macro fundamentals for the financial services sector remains negative in the near term due to continued high unemployment
Editor’s note: As of 9/20/11 Lucas Krupinski no longer manages a Covestor model Lucas Krupinski manages Covestor’s Small Cap Fundamentals model, which seeks to generate returns through a variety of methods including holding long term positions, trading around short term positions and seeking exposure to investments that generate current income. Krupinski recently […]