Harloff Capital Profile Picture
  • Education University of Texas, Arlington; University of Florida; University of Texas, Austin
  • Qualifications PhD, MS, BSASE
  • Job Title Portfolio Manager
  • Industry Financial Services
  • Investment Experience 19 years
  • Founded 1994
  • Company Name Harloff Capital Management
  • Number of Employees 3
  • Website http://www.harloffcapita…
  • 795 Sharon Drive
  • Suite 226
  • Westlake
  • Ohio
  • United States
  • 44070
  • Company website showcasing RIA …
Manager Disclosure Document

Harloff Capital Management

Investment Adviser

Investment portfolio

Harloff Capital Management Opportunistic ETF

See full details
  • Strategy
    Market Timing
Sharpe ratio
-1.01

365 days

Manager performance
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-18.3%

365 days

Risk score

1.5% fee
$20,000 minimum


Portfolio commentary

  1. The case for U.S. stocks

    14 July 2014

    Earnings growth this year could be in the 10% to 12% range.

  2. U.S. Bonds: A safe haven in an uncertain world 5 June 2014
  3. The markets are fluid and fast changing 12 March 2014
  4. How to navigate this fast-moving market 28 February 2014
  5. My bullish case for stocks and gold 13 February 2014

show more

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.