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- Founded 2002
- Company Name LakeView Asset Mgmt
- Number of Employees 1
-
Website
http://lakeviewasset.com - 49 Oval Road
- Millburn
- New Jersey
- United States
- 07041
LakeView Asset Mgmt
Investment Adviser
LakeView Asset Management, LLC is a registered investment advisor. Scott Rothbort, the portfolio manager and company founder has over 25 years of experience in the securities industry in the United States, Europe and the Far East. Mr. Rothbort has earned a BS in Economics from the Wharton School of Business at the University of Pennsylvania and an MBA in Finance and International Business from the Stern School of Business at New York University.
Investment process
LakeView Asset Management, LLC uses bottoms-up fundamental analysis, statistical analysis and economic research in its investment selection process.
Company background
LakeView Asset Management, LLC was founded by Scott Rothbort in 2002. The company specializes in separately managed accounts and manages a variety of specially designed portfolios in equities and fixed income.
Investment models
-
Lakeview High Dividend Low Volatility
See full details- Allocation Strategy Long-Only
- Approach Fundamental
- Asset Class Equity
- Cap Bias Large Cap
- Geography US
- Style Yield
Performance-
10.6%90 day
-
21.7%365 day
Avg. Sub.-
-90 day
Monthly vs S&P5005.9% 12 months
-
Lakeview Restaurant and Food Chain
See full details- Allocation Strategy Long-Only
- Approach Fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography Global
- Style Sector Focus
Performance-
14.4%90 day
-
24.5%365 day
Avg. Sub.-
-90 day
Monthly vs S&P500-2.2% 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
Covestor manager Rothbort talks restaurant stocks on Bloomberg TV
30 September 2012
There's only one type he's particularly interested in.
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