Jim Bowerman Profile Picture
  • Education University of Washington
  • Qualifications BS Industrial Engineering
  • Job Title Industrial Engineer
  • Industry Aviation and Aerospace

Jim Bowerman

Individual Investor

Investment portfolio

Jim Bowerman Fundamental Opportunism

See full details
  • Strategy
    Concentrated Long-Only Equity
Sharpe ratio
2.51

365 days

Manager performance
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46.8%

365 days

Risk score

1.5% fee
$10,000 minimum


Portfolio commentary

  1. The five biggest surprises of the first half of 2014

    27 June 2014

    The most surprising investing trends of the first six months of 2014.

  2. Large Caps poised to outperform Small Caps 21 November 2011

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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.