Education
MBA, Carnegie Mellon University

Founded
2005

Company Name
HCB Investment Management

  • Address
  • 1632 Ashbourne Road
  • Elkins Park
  • Pennsylvania
  • 19027

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Investment portfolio

The Tactical Energy portfolio invests in energy exploration and production (E&P) companies. It makes its allocations based on a structured process and seeks to deliver risk-adjusted returns that may offer better value than buy-and-hold investments in the energy E&P sector.

Strategy
ETFs / Funds
Sharpe ratio
0.68 365 days
Performance
26.1% 365 days
Risk score
Fees
  • 1% fee
  • $10,000 min

Portfolio commentary

  1. Profile Picture Trumpian investing 3 November 2016

    How a Trump victory might impact the stock market

  2. Profile Picture Trouble at CalPERS 21 July 2016
  3. Profile Picture The trouble with nostalgia 18 May 2016
  4. Profile Picture Yieldcos: Be wary of this renewable energy play 5 November 2015
  5. Profile Picture Anatomy of an energy market meltdown 13 August 2015
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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.