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
1.80

365 days

Manager performance
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42.5%

365 days

Risk score

1.5% fee
$10,000 minimum


Portfolio commentary

  1. Large Caps poised to outperform Small Caps

    21 November 2011

    I'm not sure when the spread between large and small will shrink, but I'm confident it will. And here's why.

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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 and broker commissions. More

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 subscription minimum is the minimum subscription 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.