Investment Models - page 12

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131 investment model(s)

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Peattie Capital Reasonable Price
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- Approach fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography Global
Performance
- 13.9%
  90 day
- 47.3%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

20.8% 12 months

5
1% fee
Shelter Cove Core and Satellite
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- Approach fundamental
- Asset Class Multi Asset Class
- Geography Global
Performance
- 0.9%
  90 day
- 0.6%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

-10.9% 12 months

3
1% fee
LakeView Asset Mgmt Restaurant and Food Chain
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- Approach fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography Global
Performance
- 14.4%
  90 day
- 24.5%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

-2.2% 12 months

4
2% fee
Analytic Investment Equity Timing
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- Approach quantitative
- Asset Class Equity
- Cap Bias Multi Cap
- Geography US
Performance
- 5.1%
  90 day
- 13.8%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

-12.3% 12 months

5
2% fee
Robert Freedland Sustained Momentum
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- Approach fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography Global
Performance
- 5.5%
  90 day
- 17.3%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

-4.4% 12 months

3
0.5% fee
Split Rock Bakken Shale
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- Approach fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography US
Performance
- -0.5%
  90 day
- 20.1%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

-10.0% 12 months

4
1.5% fee
LakeView Asset Mgmt High Dividend Low Volatility
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- Approach fundamental
- Asset Class Equity
- Cap Bias Large Cap
- Geography US
Performance
- 10.6%
  90 day
- 21.7%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

5.9% 12 months

2
1.5% fee
Libardo Lambrano Dividend Paying Large Caps
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- Approach fundamental
- Asset Class Equity
- Cap Bias Large Cap
- Geography US
Performance
- 7.0%
  90 day
- 15.8%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

-4.1% 12 months

3
1% fee
Aaron Pring Buy and Hold
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- Approach fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography US
Performance
- 20.9%
  90 day
- 52.2%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

21.2% 12 months

3
0.5% fee
Banu Simmons Long Only Sector Rotation
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- Approach quantitative
- Asset Class Equity
- Cap Bias Multi Cap
- Geography Global
Performance
- 3.8%
  90 day
- 13.0%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

-11.2% 12 months

4
1% fee