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- Education University of Connecticut
- Qualifications BA Finance
- Date of Birth February 10, 1984
- Job Title Research Analyst at the Rhode Island Deptartment of Labor & Training
- Industry Research
- Investment Experience 5 yrs trading experience total, 1 of which was with an equities firm.
Joseph Agresti
Individual Investor
Joe began his career as an equity trader with Chimera Capital. Since 2006, he has traded Indian and Chinese companies, believing that these countries offer the best opportunities for significant returns. He invests solely in the ADRs of these companies. He also prefers sectors with companies that have a physical product to sell, as opposed to banks or Internet companies.
Investment style
Joseph's day begins and ends with a screen for small cap Chinese and Indian companies traded on US exchanges. Then Joseph begins his charting evaluations that will take his universe of about 130 stock s and widdle them down to his current selections.
Investment models
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China & India
See full details- Approach Country Focus , Fundamental
- Asset class Equity
- Geography Emerging Markets
Performance-
5.9%30 day
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-10.9%365 days
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-48.5%S.I.
Monthly vs S&P500-19.7% 12 months
Important info
Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
Personal Track Record returns are calculated by Covestor on a daily time-weighted basis of equity positions in the account provided by the member. More
Past performance is no guarantee of future results. Month to Date returns & Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.
Model commentary
How I read a 10-K: The case of LoJack
10 November 2011
In order to buy the business "for free" I would pay $2.60 per share - which is equal to the net cash on the balance sheet.
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