Manager Spotlight - Page 6

Drawdown is unavoidable. The question is what you learn from it.

In this series, we’ve asked Covestor managers: “What is the single most important lesson you’ve learned about being a successful investor, and how do you try to apply that today?” Author: Hengfu Hsu, Analytic Investment LLC Covestor models: Focus Value, Dividend, Enterprise Value, Deep Value, Opportunistic Value, Earnings Growth * * * I was born ... read more

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Manager Spotlight Mick Weinstein on 1 Sep 2011
Brendan Ruchert-Dixon on his new Covestor model and ETF strategies (ASFI)

Brendan Ruchert-Dixon manages Covestor's Alpha Trapper and new Beta Blocker portfolios, both of which are long/short ETF models. We recently had a chance to ask Brendan a few questions regarding his models and strategy. Covestor: You've recently launched the Beta Blocker model which, in addition to your Alpha Trapper model, takes long and short ETF ... read more

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Manager Spotlight Mick Weinstein on 25 Aug 2011
This federal attorney manages Covestor's newest value model (BAC, GS)

Taj McCree is an attorney for the U.S. Federal Government. He says the attention to detail and voluminous reading required in his job have served him well as a value investor, which requires significant legwork in analyzing complex situations in the hunt for underpriced stocks. McCree describes his investment approach as follows: I look for ... read more

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Manager Spotlight Mick Weinstein on 18 Aug 2011
Deep dives on MLPs in pursuit of excess returns - BGG MLP Research (EPB, WES, PAA)

Brand Grounds is the founder of Humble, Texas based BGG MLP Research, LLC, an investment firm which performs proprietary research on master limited partnerships (MLPs), oil and gas royalty trusts, and real estate investment trusts (REITs). The firm was formed in 2011 with the objective of investing in these asset classes. BGG MLP Research ... read more

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Manager Spotlight Frank on 12 Aug 2011
Kingsbury Capital's new Covestor model focuses on the Tech and Communications infrastructure field (IBM, SYNT, ACIW)

Kingsbury Capital was founded in mid-2007 with the goal of providing customer-centric asset management services to high net worth clients. The firm is comprised of well-seasoned investment management professionals each with 10 - 20 years of experience in the finance profession. Rather than trying to "pick a bottom" or find stocks ready to "break ... read more

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Manager Spotlight Frank on 11 Aug 2011
Fletcher Wealth's new Covestor model: Only REITs need apply!

Andrew Fletcher is an MBA and Tennessee-based Registered Investment Advisor. In 2009, he founded Fletcher Wealth Management, Inc in order to assist individuals, families and small businesses on a fee-only basis. Fletcher takes a holistic view of the market, diversifying across asset classes and choosing holdings that are perceived to be trading at a ... read more

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Manager Spotlight Frank on 10 Aug 2011
Covestor TV: Gabriel Grego of Zanshin Capital on risk and value investing

Gabriel Grego heads Zanshin Capital, a Tel Aviv-based asset management firm that manages Covestor's Buffettian Value model. Grego was a Special Forces soldier, has more than ten years of experience in finance, and has studied under Bruce Greenwald, Columbia Business School's famed professor of value investing. Grego's investment style is strictly value-focused, consisting of thorough bottom-up ... read more

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Manager Spotlight Frank on 5 Aug 2011
Right now, Europe's problems trump those of the U.S. - Atlas Capital

Covestor model manager Albert Gutierrez of Atlas Capital Advisors was recently a guest on News@7. Albert manages Covestor's Broad ETF and Merger Arb models. The Broad ETF model is extremely diverse, representing approximately 80% of the investable universe of equity securities. Indices are measured with a value score and momentum score. The Merger Arb model focuses on US takeover targets ... read more

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Manager Spotlight Frank on 28 Jul 2011
In investing, information is power and adaptation is essential - Jose Ramon Fabrega

In this series, we’ve asked Covestor managers: “What is the single most important lesson you’ve learned about being a successful investor, and how do you try to apply that today?” Author: Jose Ramon Fabrega Covestor model: Emerging Markets with LatAm Focus * * * As in any environment, survival in the market demands adaptation. Naturally, adaptation ... read more

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Manager Spotlight Frank on 26 Jul 2011
Discipline is the key to successful investing - Gerry Sparrow

Author: Gerry Sparrow, Sparrow Capital Covestor models: Fundamental Growth, Hard and Soft Commodities In this series, we ask Covestor managers: “What is the single most important lesson you’ve learned about being a successful investor, and how do you try to apply that today?” *** The single most important lesson I’ve learned about being a successful investor ... read more

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Manager Spotlight Frank on 12 Jul 2011