Call 1.866.825.3005 for more information
Call 1.866.825.3005 for more information
Alejandro believes that increased energy scarcity will drive up energy prices and lead to other market dislocations. He intends to take advantage of this trend. The combination of his financial skill set combined with sector-specific knowledge should lead to outsized returns over the long-term.
Step 1: Conduct in-depth analysis of supply-demand trends in energy and their drivers.
Step 2: Focus on sectors most likely to be impacted by energy and screen out most attractive sub-sectors and companies (also screen out least attractive for purposes of shorting).
Step 3: Use quantitative analysis to calculate intrinsic value of security and compare it to current price and invest where large mispricing exist.
Step 4: Hedge out potential unrelated risks where applicable.
Step 5: Hold the investment until price movement occurs or fundamentals change.
Important Information
Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
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.
The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.
Model commentary
Netflix has consistently beat expectations (NFLX)
3 August 2011
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