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Search investment models
131
investment model(s)
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Manager name
Model name
Average subscriber return (90 Day)
90 day performance
365 day performance
Performance vs S&P 500
Risk score - Low to High
Risk score - High to Low
Subscription fee
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Robert Freedland
Growth and Momentum
See full details
Approach
fundamental
Asset Class
Equity
Cap Bias
Multi Cap
Geography
Global
Performance
10.9%
90 day
18.3%
365 days
Avg. Sub.
10.5%
90 day
Monthly vs S&P500
-0.4%
12 months
3
1.5% fee
Sreeni Meka
Long Term Value
See full details
Approach
fundamental
Asset Class
Equity
Cap Bias
Multi Cap
Geography
Global
Performance
11.1%
90 day
25.5%
365 days
Avg. Sub.
10.4%
90 day
Monthly vs S&P500
2.3%
12 months
4
0.5% fee
Y H& C Investments
Long Term GARP
See full details
Approach
fundamental
Asset Class
Equity
Cap Bias
Multi Cap
Geography
Global
Performance
10.8%
90 day
40.4%
365 days
Avg. Sub.
10.3%
90 day
Monthly vs S&P500
12.9%
12 months
4
1.5% fee
Gator Capital
Small Cap
See full details
Approach
fundamental
Asset Class
Equity
Cap Bias
Small Cap
Geography
US
Performance
11.2%
90 day
44.4%
365 days
Avg. Sub.
10.0%
90 day
Monthly vs S&P500
10.1%
12 months
4
1.5% fee
Andrew Schornack
Financial Services
See full details
Approach
fundamental
Asset Class
Multi Asset Class
Geography
US
Performance
10.5%
90 day
42.5%
365 days
Avg. Sub.
10.0%
90 day
Monthly vs S&P500
10.8%
12 months
4
1.5% fee
Fletcher Wealth Management
REITs
See full details
Approach
fundamental
Asset Class
Other Asset Class
Geography
Global
Performance
10.9%
90 day
32.4%
365 days
Avg. Sub.
9.8%
90 day
Monthly vs S&P500
12.0%
12 months
3
1.5% fee
Michael Arold
Technical Swing
See full details
Approach
quantitative
Asset Class
Multi Asset Class
Geography
Global
Performance
9.8%
90 day
26.3%
365 days
Avg. Sub.
8.6%
90 day
Monthly vs S&P500
5.1%
12 months
5
1.5% fee
Dan Plettner
MLP Direct Ownership
See full details
Approach
fundamental
Asset Class
Other Asset Class
Geography
US
Performance
8.4%
90 day
27.4%
365 days
Avg. Sub.
8.3%
90 day
Monthly vs S&P500
-0.2%
12 months
3
0.5% fee
Timberline Investment Management
Dividend and Growth
See full details
Approach
quantitative
Asset Class
Equity
Cap Bias
Large Cap
Geography
US
Performance
9.2%
90 day
23.5%
365 days
Avg. Sub.
8.3%
90 day
Monthly vs S&P500
-1.7%
12 months
2
1% fee
Sparrow Capital Management
Fundamental Growth
See full details
Approach
fundamental
Asset Class
Equity
Cap Bias
Multi Cap
Geography
US
Performance
8.0%
90 day
19.5%
365 days
Avg. Sub.
7.2%
90 day
Monthly vs S&P500
-2.8%
12 months
3
1.5% fee
Sort by
Manager name
Model name
Average subscriber return (90 Day)
90 day performance
365 day performance
Performance vs S&P 500
Risk score - Low to High
Risk score - High to Low
Subscription fee
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