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 Event-Driven SMID Cap Value

See full details
  • Strategy
    Stock selection
Sharpe ratio
-0.46

365 days

Manager performance
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-7.4%

365 days

Risk score

1.25% fee
$20,000 minimum


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.