Founded
2008

Company Name
Camelot Portfolios

  • Address
  • 1700 Woodlands Dr.
  • Maumee
  • Ohio
  • 43537

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Investment portfolio

The Leveraged Value portfolio is a fundamental, value portfolio with a bias toward small-cap equities. These smaller, less followed companies are more likely to become mispriced, creating a buying opportunity for the strategy.

Strategy
Stocks
Sharpe ratio
0.61 365 days
Performance
17.3% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 min

Portfolio commentary


Important Information

1. Performance of the Portfolio Manager's account is calculated by Covestor on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail Covestor's trading rules, as a result, actual client returns will differ. Covestor advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

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 investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.