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- Founded 1984
- Company Name Capital Ideas
- Number of Employees 4
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Website
http://www.cap-ideas.com/ - 5950 Berkshire Lane Suite 1060 Dallas Texas United States 75225
- Company website with financial …
Capital Ideas
Investment Advisor
Capital Ideas, Inc. is a Texas-based RIA established in 1984. CJ Brott and Karen Burns are the two founding principals and have access to many industry contacts from which to draw on when making investment decisions.
Investment process
The approach to stock selection is primarily "bottom up" in nature. The method is to thoroughly investigate the dynamics of the prospects and then identify a specific reason for investing. Attempt to control investment risk by investing only in personally researched companies.
Investment models
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Macro Plus Income
See full details- Approach Fundamental , Macro , Yield Focus
- Asset class Debt , Equity
- Geography Global
Performance-
10.6%30 day
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-4.4%365 days
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6.9%S.I.
Monthly vs S&P500-6.5% 12 months
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ETF Only
See full details- Approach Macro
- Asset class Multi Asset Class
- Geography Global
Performance-
6.9%30 day
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-2.7%365 days
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1.2%S.I.
Monthly vs S&P500-5.5% 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
Expect confidence to grow this year - and with it, prices
15 January 2012
This will also be the year to deploy substantial portions of risk portfolios to developing markets.
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