We added a few new model managers and models to Covestor this week. The first is Sreeni Meka, a value investor who has a sixteen year history investing. In order to choose positions for his model, Sreeni conducts an in-depth analysis of companies by reviewing …
Investor Psychology meets Technology Trends (GTHP, REED)
Covestor model manager Brendan Burke’s Emotional Momentum model is focused on the psychology of investors as well as technology trends. It focuses on the number of outstanding shares a company has, price movement, news and earnings for its momentum-based approach. The top position in the …
Interview with J. Stephen Castellano of Ascendere Associates (WSM, ALB, AXP, TRW, UNP, FOSL, GILD, UFS, IP)
This week we talked to Ascendere Associates founder J. Stephen Castellano about the financial models and consensus estimates used to help choose investments for his Systematic Long-Only model. Covestor LIVE: Can you tell us a little bit about the financial models utilized to pick equities …
Small Cap Companies with a Competitive Advantage (BEXP, NCT)
In their Small Cap model, Gator Capital invests in 30 small cap companies. The model is structured so that each stock purchased is looked at in terms of a partial business ownership rather than just an equity investment. Gator Capital believes that the best businesses …
New Managers on Covestor (QTM, MDT, VR)
New Covestor manager Jeff Phillips has an MPA from Harvard and an MBA from Kellogg. He has invested casually for over 20 years, but 5 years ago began investing seriously with a bottom-up, opportunistic approach to picking stocks mixed with the occasional short that takes …
Covestor Live Interview with AthenaInvest
Investors use many different strategies for picking equities, some of them well-known and widely utilized and some proprietary and based on years of personal research and strategy development. This week, we asked Reiman School of Finance Professor and AthenaInvest Co-Founder C. Thomas Howard, PhD to …
New Managers on Covestor (RIG, CNQR, GOOG)
Our first new manager this week is Ginu Thomas, a graduate of Columbia Business School and Bingamton University. He is a mergers and acquisitions advisor for a financial services company and has been investing in his personal account since 2001. He uses a value-based approach …
Analyzing Investors’ Reactions to Market Influences (TZA, GBE, LIZ)
The Core model managed by Robert Foo combines a macroeconomic approach and behavioral finance. The end result is an analysis of how investors will react to various market influencers. The model’s goal is to outperform the market over full economic cycles. The top holding in …
Earnings Growth and Industry Trends (FSYS, EBIX)
The High Growth model managed by Joseph Mjelde is focused on stocks with consistent revenue and earnings growth of 20 percent or more. Mjelde also looks for those stocks that should have continued growth due to the trends of their respective industries. The model keeps …
Demonstrated Growth during Multiple Economic Cycles (HSY, KO)
In his Deep Fundamental Analysis model, manager Tab Buford reviews quarterly and annual reports and looks for companies that have a demonstrated ability to grow sales, book values, earnings and cash flows over many different economic cycles. One of the top holdings in the model …