Call 1.866.825.3005 for more information
Call 1.866.825.3005 for more information
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.
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.
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
A real estate play that's riding the U.S. shale boom
12 May 2012
The company is uniquely positioned in one of the strongest markets in the country
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