Carl Richards‘ latest sketch, on the hazards of chasing the hot funds: In his newsletter, Richards recognizes why we’re susceptible to this error: We’ve been told over and over by the traditional financial services industry to look for the best investment. In our search for the best we often use […]
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 […]
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 […]
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 […]
Social media, repetitive media, high-frequency trading and more… Hedge Fund is betting that Twitter is Wall Street’s Crystal Ball – Robert Andrews, PaidContent.org Sharp rise in financial pros using social media for news – IR Web Report You are reading the same article over and over again – Joshua Brown, […]
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 […]
ASB Investment Management is the equity and fixed income management division of ASB Capital Management. Offices are in Washington, D.C. and Chicago. With $6.3 billion under management as of January 2011, ASB Investment Management has a long record of managing equity and fixed income. ASB’s new Covestor model, Large Cap […]