Jim Bowerman Profile Picture Individual Investor

Jim Bowerman

Industrial Engineer,Aviation and Aerospace

  • EducationUniversity of Washington
  • QualificationsBS Industrial Engineering

Fundamental Opportunism

My portfolio typically holds undervalued U.S. stocks with market values above $50 million. Commodity and/or sector ETFs also may be used in order to take advantage of long-term macro trends.

Risk score

Risk Score 5

Best 30 days


Worst 30 days


  • -2.8%
    30 day
  • 0.9%
    90 day
  • 18.1%
    365 day
    August 16, 2011
Monthly vs S&P500
Jim Bowerman - Fundamental Opportunism Monthly vs S&P500
6.5% 12 months

Portfolio currently closed to new investors. Let me know if space becomes available.

  • $10,000 investment min
  • 1% fee


  • Consumer, Non-cyclical
  • Industrial
  • Consumer, Cyclical
  • Technology
  • Communications

Top 5 securities View all


Portfolio commentary

  1. Nearly half of mutual fund managers have no skin in the game

    14 August 2014

    What are the chances that your mutual-fund manager is investing alongside you? Well, flip a coin.

  2. The five biggest surprises of the first half of 2014 27 June 2014
  3. Large Caps poised to outperform Small Caps 21 November 2011

show more

Performance detail

  • Manager (net of fees)


Covestor inception August 16, 2011

as of May 21, 2015 Manager (net of fees) S&P 500
Past 30 days -2.8% 1.8%
Past 90 days 0.9% 1.5%
Past 365 days 18.1% 15.2%
Since Covestor inception (Annualized) 18.7% 19.2%
2015 (YTD) 8.6% 4.3%
2014 13.7% 13.7%
2013 55.5% 32.4%
2012 1.0% 16.0%

Risk metrics

Last 365 days

as of May 21, 2015 Manager (net of fees) S&P 500
Best 30 days 9.1% 9.7%
Worst 30 days -5.1% -6.7%
Volatility 12.9% 11.7%
Sharpe Ratio 1.40 1.30
Sortino Ratio 2.07 1.87
Maximum Drawdown -5.6% -7.3%
Value-at-risk (95%, 1 week) -3.0% -2.7%
vs. S&P 500
Information Ratio 0.37
Alpha 4.3%
Beta 0.89
R-Squared 0.64

Portfolio currently closed to new investors. Let me know if space becomes available.

  • $10,000 investment min
  • 1% fee

Latest transactions View all

Average trades per month 1.6
Executed Symbol Security Replicable Type Price
02/03/15 MSFT Microsoft Corp Yes Buy $41.21
02/03/15 DEPO Depomed Inc Yes Buy $17.86
02/03/15 EME EMCOR Group Inc Yes Buy $41.99
02/03/15 FLR Fluor Corp Yes Buy $56.74
02/03/15 PM Philip Morris International Inc Yes Buy $82.14
02/03/15 PPC Pilgrim's Pride Corp Yes Buy $26.34
02/03/15 NUS Nu Skin Enterprises Inc Yes Buy $45.03
02/03/15 KFY Korn/Ferry International Yes Buy $29.40

Important Information

  1. Past performance is no guarantee of future results.
  2. 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".
  3. Average client returns are calculated by Covestor and are composed of the asset-weighted average returns of all active client investments (some of which may contain investment restrictions) to the underlying portfolio. These daily average returns are then linked together for the timeframe presented. These returns include cash, dividends, earnings distributions, brokerage commissions and Covestor advisory fees.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified. 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.
  5. The performance charts are provided for informational purposes only, and should not be used as the basis for making an investment decision. Variables such as corporate actions or foreign exchange may affect daily performance displays. We rely on mathematical formulas, computer programs, and pricing information from third-party vendors to provide these returns. Neither Covestor nor any of its data or content providers shall be liable for any errors in this information or any actions taken by you in reliance upon this information.
  6. Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations. Benchmarks presented are total return and therefore inclusive of cash, dividends and earnings distributions but not transaction costs. More
  7. Leverage indicates the level of margin utilized and is calculated by dividing gross exposure by portfolio net liquidation value.
  8. All Portfolio Manager information including personal data, profiles, strategies, monthly investment reports, and historical results outside of Covestor has been provided by the Portfolio Manager. Covestor makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Covestor. Transaction history is available upon request. Portfolio classifications are provided by Covestor, and are intended to serve as a general guide.
  9. Transactions that are marked as "Replicable" passed Covestor's trading rules and were eligible for replication at the time of execution, subject to individual client constraints. Eligibility for replication may change over time. Actual client investment trade activity may vary.
  10. Index returns do not reflect any management fees, transaction costs or expenses. Individuals cannot invest directly in an Index.