Call 1.866.825.3005 for more information
- Education Loyola University
- Qualifications BBA in Economics and Accounting
- Investment Experience 22 Years
- Founded 2007
- Company Name Kingsbury Capital
-
Website
http://kingsburycap.com - 1560 Sherman Ave
- Evanston
- Illinois
- 60201
Kingsbury Capital
Investment Adviser
The investment management professionals in our firm have been in the field for 10-20 years each. For the past four years we have together been managing funds for individuals, trusts and corporations.
Investment process
We assess several types of momentum in our screen for investment candidates. Business momentum includes increasing sales, earnings, and balance sheet improvement. Price/market-capitalization momentum includes an upward-sloping chart pattern. We are not looking to try to "pick a bottom" with a security, nor are we looking for a sideways-trading security that may "break out."
Company background
Kingsbury was founded in mid-2007 with the goal of bringing highly customer-centric asset management to primarily high net worth individual clients. Kingsbury aims to deal with our clients on a one-to-one basis, never sacrificing customer service for the sake of growth.
Investment models
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Kingsbury Capital Tech and Communications
See full details- Allocation Strategy Long-Only
- Approach Quantitative
- Asset Class Equity
- Cap Bias Multi Cap
- Geography US
- Style Sector Focus
Performance-
2.3%90 day
-
16.7%365 day
Avg. Sub.-
-90 day
Monthly vs S&P500-4.6% 12 months
Important Information
1. Performance of the model 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 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
Kingsbury Capital's new Covestor model focuses on the Tech and Communications infrastructure field (IBM, SYNT, ACIW)
11 August 2011
firms that are in the Technology and Communications infrastructure and services industry. The companies that are selected for this model will have a wide range
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