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- Founded 1999
- Company Name AlphaMark Advisors
- Number of Employees 5
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Website
http://www.alphamarkadvi… - 250 Grandview Drive # 175 Fort Mitchell Kentucky United States 41017
AlphaMark Advisors
Investment Advisor
AlphaMark Advisors is an SEC Registered Investment Advisor founded in 1999. The founder, Michael Simon, believes it is possible to create an investment advisory firm that puts the clients' interests first. The core of the Firm is grounded by that belief.
AlphaMark Advisors operates under three unwavering principles:
1) Dedication to their clients that goes far beyond the ordinary.
2) Discipline in their objective, analytical approach.
3) Depth of knowledge of their field, and in the qualifications of the team.
Investment process
AlphaMark Advisors incorporates a proprietary three-tier cash flow model to identify those companies that can produce reliable cash flow streams and are priced at a level that justifies the growth opportunity.
An assessment of secular trends in the markets and the economy will exert some influence on the economic sector weightings of our portfolios. Position sizes of all of our holdings are monitored to ensure that a diversified portfolio is maintained.
The AlphaMark equity investment philosophy is grounded by an appreciation of risk. It is possible to identify growing companies by trends in past and forecasted revenues and earnings. However, it is imperative to select only those companies that have a sustainable business model through various economic conditions. A sustainable business model is one that is focused on organic growth supplemented by acquisitions and capital investment. A strong business model creates shareholder wealth as can be measured by the return on equity that a company produces. A company that produces a reliable stream of cash from operating activities can succeed in economically challenging times.
Our philosophy is explainable and repeatable. We have applied it in a disciplined approach over the last 11 years and produced consistent results. Furthermore, we believe that the next 18 months will provide an exceptional opportunity for those investors who are searching out high quality earnings momentum that has not been overpriced by the market.
Investment models
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Small Cap Growth
See full details- Approach Fundamental , Growth
- Asset class Equity
- Cap Bias Mid caps , Small caps
- Geography US
Performance-
10.0%30 day
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2.2%365 days
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52.9%S.I.
Monthly vs S&P5000.2% 12 months
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Large Cap Growth
See full details- Approach Fundamental , Growth
- Asset class Equity
- Cap Bias Large caps , Mid caps
- Geography US
Performance-
6.3%30 day
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1.8%365 days
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22.4%S.I.
Monthly vs S&P500-0.9% 12 months
Important info
Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
Personal Track Record returns are calculated by Covestor on a daily time-weighted basis of equity positions in the account provided by the member. 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
Here's where Google makes its gobs of money
6 September 2011
It's almost entirely from ads, and 4 of the 5 most expensive keywords on AdWords are for financial services.
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