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 …
Robert Gay: Buying Intel, but hedging with an inverse ETF (INTC, BGZ)
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 …
What Covestor managers are buying: Lululemon and MolyCorp (LULU, MCP)
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. …
Lucas Krupinski's top holding: High-yielding REIT American Capital Agency (AGNC)
mortgage pass-through securities and collateralized mortgage obligations. Philip Mause recently explained this type of investment model: The world of real
What Covestor managers are buying: Northrop Grumman (NOC)
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 …
What Covestor managers are buying: KBR Inc (KBR, KWK, MDY)
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 …
Teva, Transcept, Biodel and now Bristol-Myers Squibb - Jeremy Zhou's top holdings (BMY, TEVA, TSPT)
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 …
What Covestor managers are selling: Dean Foods (DF, ORN, AMSG)
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 …
What Covestor managers are shorting: Biolase Technology (BLTI, CIGX, EEE)
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 …
Tarquin Coe's new Covestor model: Top-down, technical market timing
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 …
Frank Voisin
