Ironwood Profile Picture
  • Education BS Finance Miami University MBA University of Chicago
  • Qualifications Chartered Financial Analyst - CFA
  • Founded 1997
  • Company Name Ironwood Investment Management
  • Website http://www.ironwoodinves…
  • Boston
  • Massachusetts
Manager Disclosure Document

Ironwood Investment Management

Investment Adviser

Investment portfolio

Ironwood Investment Management Smidcap Value

See full details
  • Strategy
    Stock selection
Sharpe ratio
0.46

365 days

Manager performance
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7.2%

365 days

Risk score

1.25% fee
$20,000 minimum


Portfolio commentary

  1. Why you should beware of glam stocks

    14 March 2015

    Out-of-favor companies offer more upside for investors.

  2. This bull is an awesome beast. Time to worry? 27 February 2015
  3. Staying centered in the market storm 20 November 2014
  4. Why we bought CBS Outdoor Americas 28 October 2014
  5. Five questions to ask before hiring a financial adviser 29 July 2014

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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.