173 investment model(s)

  • Keshav Agrawal Profile Picture

    Keshav Agrawal Retail Tech and Financials

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    • Approach Fundamental
    • Asset class Multi Asset Class
    • Geography Global
    Performance
    • 35.1%
      90 day
    • 112.9%
      365 days
    Avg. Sub.
    • 25.3%
      90 day
    Monthly vs S&P500
    Sparkbar Graph, Retail Tech and Financials Investment Model Performance versus S&P500
    85.3% 12 months
    5
    1.5% fee
  • Robert Zingale Profile Picture

    Robert Zingale Volatility Mean Reversion

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    • Approach Quant/Technical, Specialist knowledge
    • Asset class Volatility
    • Geography US
    Performance
    • 17.2%
      90 day
    • -15.6%
      365 days
    Avg. Sub.
    • 16.5%
      90 day
    Monthly vs S&P500
    Sparkbar Graph, Volatility Mean Reversion Investment Model Performance versus S&P500
    -10.8% 12 months
    5
    1.1% fee
  • Felix Tong Profile Picture

    Felix Tong Long Term Core Holding

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    • Approach Fundamental
    • Asset class Equity
    • Geography US
    Performance
    • 8.3%
      90 day
    • 33.1%
      365 days
    Avg. Sub.
    • 8.8%
      90 day
    Monthly vs S&P500
    Sparkbar Graph, Long Term Core Holding Investment Model Performance versus S&P500
    43.3% 12 months
    4
    0.5% fee
  • Robert Freedland Profile Picture

    Robert Freedland Healthcare

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    • Approach Fundamental, Sector Focus
    • Asset class Equity
    • Geography US
    • Sectors Healthcare
    Performance
    • 9.1%
      90 day
    • -3.8%
      365 days
    Avg. Sub.
    • 8.0%
      90 day
    Monthly vs S&P500
    Sparkbar Graph, Healthcare Investment Model Performance versus S&P500
    -3.4% 12 months
    2
    1.1% fee
  • Analytic Investment Profile Picture

    Analytic Investment Focus Value

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    • Approach Quant/Technical, Value
    • Asset class Equity
    • Cap Bias Micro caps
    • Geography US
    Performance
    • 8.0%
      90 day
    • -1.8%
      365 days
    Avg. Sub.
    • 5.8%
      90 day
    Monthly vs S&P500
    Sparkbar Graph, Focus Value Investment Model Performance versus S&P500
    -14.7% 12 months
    4
    2.3% fee
  • Jeremy Zhou Profile Picture

    Jeremy Zhou Biotech and Medtech

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    • Approach Fundamental, Sector Focus
    • Asset class Equity
    • Geography Global
    Performance
    • 4.3%
      90 day
    • -1.2%
      365 days
    Avg. Sub.
    • 4.7%
      90 day
    Monthly vs S&P500
    Sparkbar Graph, Biotech and Medtech Investment Model Performance versus S&P500
    -7.5% 12 months
    3
    2.3% fee
  • Atlas Capital Profile Picture

    Atlas Capital MergerArb

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    • Approach Fundamental, Specialist knowledge
    • Asset class Equity
    • Geography US
    Performance
    • 5.6%
      90 day
    • 7.2%
      365 days
    Avg. Sub.
    • 4.2%
      90 day
    Monthly vs S&P500
    Sparkbar Graph, MergerArb Investment Model Performance versus S&P500
    4.3% 12 months
    3
    1.1% fee
  • Ben Wong Profile Picture

    Ben Wong Tactical and Opportunistic

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    • Approach Fundamental
    • Asset class Equity
    • Geography US
    Performance
    • 4.7%
      90 day
    • 3.0%
      365 days
    Avg. Sub.
    • 3.4%
      90 day
    Monthly vs S&P500
    Sparkbar Graph, Tactical and Opportunistic Investment Model Performance versus S&P500
    3.8% 12 months
    5
    0.5% fee
  • Chris Rees Profile Picture

    Chris Rees TenStocks

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    • Approach Fundamental, Value
    • Asset class Equity
    • Geography Global
    Performance
    • 3.7%
      90 day
    • -3.8%
      365 days
    Avg. Sub.
    • 3.2%
      90 day
    Monthly vs S&P500
    Sparkbar Graph, TenStocks Investment Model Performance versus S&P500
    -9.0% 12 months
    4
    2.3% fee
  • Robert Freedland Profile Picture

    Robert Freedland Buy and Hold Value

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    • Approach Fundamental, Value
    • Asset class Equity
    • Cap Bias Large caps
    • Geography US
    Performance
    • 4.4%
      90 day
    • 8.6%
      365 days
    Avg. Sub.
    • 2.8%
      90 day
    Monthly vs S&P500
    Sparkbar Graph, Buy and Hold Value Investment Model Performance versus S&P500
    2.9% 12 months
    2
    1.5% fee

Important information

Past performance is no guarantee of future results. Month to Date returns & Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.

Performance for the model manager’s account has been calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More

Important Information