Investment Models

173 investment model(s)

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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

85.3% 12 months

5
1.5% fee
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

-10.8% 12 months

5
1.1% fee
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

43.3% 12 months

4
0.5% fee
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

-3.4% 12 months

2
1.1% fee
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

-14.7% 12 months

4
2.3% fee
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

-7.5% 12 months

3
2.3% fee
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

4.3% 12 months

3
1.1% fee
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

3.8% 12 months

5
0.5% fee
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

-9.0% 12 months

4
2.3% fee
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

2.9% 12 months

2
1.5% fee

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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

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173 investment model(s)

Keshav Agrawal Retail Tech and Financials

Robert Zingale Volatility Mean Reversion

Felix Tong Long Term Core Holding

Robert Freedland Healthcare

Analytic Investment Focus Value

Jeremy Zhou Biotech and Medtech

Atlas Capital MergerArb

Ben Wong Tactical and Opportunistic

Chris Rees TenStocks

Robert Freedland Buy and Hold Value

About investing

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173 investment model(s)

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Keshav Agrawal Retail Tech and Financials /* <![CDATA[ */ Info.add($("#uid-2").get(), "This model\'s main focus is in the retail, technology and financial sectors, but will also try to take advantage of particular market conditions outside of these 3 sectors. "); /* ]]> */

Robert Zingale Volatility Mean Reversion /* <![CDATA[ */ Info.add($("#uid-4").get(), "This model generates returns by exploiting temporary deviations from the mean reverting level of VIX volatility futures. "); /* ]]> */

Felix Tong Long Term Core Holding /* <![CDATA[ */ Info.add($("#uid-6").get(), "This model\'s primary focus is preservation of capital with some appreciation. The portfolio is non-diversified and often holds a large cash position. Portfolio turnover is typically low. "); /* ]]> */

Robert Freedland Healthcare /* <![CDATA[ */ Info.add($("#uid-8").get(), "A portfolio of healthcare companies managed to identify growth and preserve capital with maximum of 20 positions and minimum of 5 holdings to reflect market environment. "); /* ]]> */

Jeremy Zhou Biotech and Medtech /* <![CDATA[ */ Info.add($("#uid-12").get(), "The U.S. healthcare industry, particularly Biotech and MedTech, is the core investment universe of my strategy. "); /* ]]> */

Atlas Capital MergerArb /* <![CDATA[ */ Info.add($("#uid-14").get(), "Focuses on US takeover targets or potential takeover targets and uses screening guidelines including liquidity, premium and share price. Universe is current US takeover targets or potential targets. "); /* ]]> */

Ben Wong Tactical and Opportunistic /* <![CDATA[ */ Info.add($("#uid-16").get(), "Opportunistic model with a bias towards the technology sector. "); /* ]]> */

Chris Rees TenStocks /* <![CDATA[ */ Info.add($("#uid-18").get(), "Top down/bottom up approach to create a concentrated model of deep value and special situation investments.&nbsp; Goal is to buy at a 50% discount to estimated fair value. "); /* ]]> */

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About investing

About Covestor

On twitter

Keshav Agrawal Retail Tech and Financials

Robert Zingale Volatility Mean Reversion

Felix Tong Long Term Core Holding

Robert Freedland Healthcare

Jeremy Zhou Biotech and Medtech

Atlas Capital MergerArb

Ben Wong Tactical and Opportunistic

Chris Rees TenStocks