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- Education Engineering, University of Toronto, Toronto, Canada
- Date of Birth June 26, 1958
- Job Title Research Director
- Industry Information Technology and Services
- Investment Experience 27 years
Leif Eriksen
Individual Investor
I am a long term investor with experience in both good and bad markets. My success is the result of a sound intellectual framework and an unemotional approach to decision making. I'm an engineer and consultant, focusing on the benefits of using information technology, and I incorporate this knowledge in my investment decisions.
Investment style
I read a number of different financial publications, including Barron’s and various investment newsletters to get investment ideas. When I find a compelling idea I add it to my watch list, sorted by investment theme and source.
I use my extensive network of global contacts to validate (or challenge) my ideas and assumptions about trends, sectors, and individual companies. I invest in high quality companies that benefit from macro trends such as globalization, aging populations, and the adoption of technology.
I will occasionally increase cash positions and use simple hedges to protect capital when I determine that's warranted. The goal is absolute return, regardless of what the market is doing. Results during the worst decade in US market history (2000-2009) reflect my success and risk aversion.
Investment models
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Leif Eriksen PWP Growth and Income
See full details- Allocation Strategy Long-Short
- Approach Fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography Global
Performance-
7.3%90 day
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15.0%365 day
Avg. Sub.-
7.2%90 day
Monthly vs S&P500-8.3% 12 months
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Leif Eriksen Global Growth Brands
See full details- Allocation Strategy Long-Only
- Approach Fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography Global
- Style Growth
Performance-
5.7%90 day
-
8.7%365 day
Avg. Sub.-
5.6%90 day
Monthly vs S&P500-9.7% 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
Why I'm holding on to Apple
10 April 2013
Many, if not all, of the momentum traders are now out of the stock and it has become more of a value play.
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