Cheng Yuan manages Covestor's Value with Catalyst model. Here he discusses his model's performance in the month of July.
ENZN
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Author: Cheng Yuan Covestor model: Value with Catalyst Disclosure: Long ENZN I sold out of my position in Citigroup (NYSE: C) for a small gain in March in preparation for a better opportunity that I have been following for some time. My hope is this opportunity will produce a much […]
Covestor model manager Cheng Yuan’s diverse Value with Catalyst model is filled with positions that are deeply discounted and that Yuan feels have a possible catalyst in place that will further unlock their value to shareholders. Yuan does not restrict the model to any particular sector. Reviewing the fund’s top […]