Call 1.866.825.3005 for more information
- Education University of Minnesota, University of St. Thomas
- Qualifications BSB Finance and Entrepreneurial Studies, MBA
- Job Title Vice President at Republic Bank & Trust Company and owner of real estate investment business
- Industry Financial Services
- Investment Experience 8 years
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Andrew Schornack
Individual Investor
Focusing on the financial service and real estate sectors, Andy employs a bottom-up approach, conducting detailed financial statement analysis with valuation techniques. He invests in companies with stable dividends that are trading at a discount to intrinsic value.
Investment style
Andy uses a value investing strategy for his investment model. He screens for potential investments through research including preset stock screens, newspapers, investment blogs, and online forums. Once screened, he conducts in-depth analysis of the 10-K, 10-Q, letters to shareholders and conference calls to estimate a conservative intrinsic value for the business. Particular additional emphasis is placed on management philosophy.
Investment models
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Andy Schornack Financial Services
See full details- Allocation Strategy Long-Only
- Approach Fundamental
- Asset Class Multi Asset Class
- Geography US
- Style Sector Focus , Value
Performance-
10.1%90 day
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46.6%365 day
Avg. Sub.-
9.6%90 day
Monthly vs S&P50010.8% 12 months
Important Information
1. Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.
3. 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
Why I'm looking to buy regional banks
23 February 2013
I'm looking for buyout candidates in the regional banking space.
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