Call 1.866.825.3005 for more information
- Founded 1984
- Company Name Capital Ideas
- Number of Employees 4
-
Website
http://www.cap-ideas.com/ - 5950 Berkshire Lane
- Suite 1060
- Dallas
- Texas
- United States
- 75225
- Company website with financial …
Capital Ideas
Investment Adviser
Capital Ideas, Inc. is a Texas-based RIA established in 1984. CJ Brott and Karen Burns are the two founding principals. Both have access to many industry contacts from which to draw on when making their investment decisions.
Investment process
The approach to stock selection is primarily "bottom up", and starts with research on individual stocks and sectors. The managers seek to thoroughly investigate the dynamics of each potential holding and to find a specific reason to invest. The managers attempt to control risk by only investing in stocks that they have researched themselves.
Investment models
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Capital Ideas Macro Plus Income
See full details- Allocation Strategy Long-Only
- Approach Fundamental
- Asset Class Multi Asset Class
- Geography Global
Performance-
4.0%90 day
-
10.4%365 day
Avg. Sub.-
-90 day
Monthly vs S&P500-13.8% 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
Stock rally has more room to run
4 February 2013
A variety of technical indicators are flashing green on continued stock gains.
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