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Manager Disclosure Document

Ironwood Investment Management

Investment Adviser

Investment portfolio

Ironwood Investment Management Smidcap Value

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  • Strategy
    Stock selection
Sharpe ratio
1.46

365 days

Manager performance
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18.7%

365 days

Risk score

1.25% fee
$20,000 minimum


Portfolio commentary

  1. Investing in companies on the cusp of change

    8 August 2014

    When Plan A isn't working, it can force companies to make healthy transitions.

  2. Five questions to ask before hiring a financial adviser 29 July 2014
  3. Why we cut loose Hillshire Brands 30 June 2014
  4. This isn't your parents' bull market 13 June 2014
  5. Why we sold our long-time holding Comverse 20 May 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.