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- Founded 2010
- Company Name LSW Investing
- Number of Employees 3
-
Website
http://lswinvesting.com - 20240 Pingree Way
- Yorba Linda
- California
- 92887
- Company website for additional …
LSW Investing
Investment Adviser
Dennes Lupastean is the portfolio manager. He began his career investing his own private capital. In 2010, Dennes founded LSW Investing, LLC. Mr. Lupastean graduated from Chapman University with a degree in Political Science, studying extensively business management, accounting and economics.
Investment process
The process begins with a top-down economic analysis to narrow down sectors and industries to the most interesting opportunities. Next we scan for undervalued companies, emphasizing the small-capitalization space. The initial, brief scan points us to the most attractive stocks for additional analysis. Since we assume these companies should be benefiting from the aforementioned economic trends, each individual stock is then analyzed for its potential to excel in periods of high growth. Significant global macro trends for the 21st century include energy, infrastructure, agriculture, and scarce commodities.
Company background
LSW Investing, LLC was founded in 2010 by Dennes Lupastean, who managed a portfolio through Wealthfront starting in 2008. The firm specializes in the commodities, energy, infrastructure, and agricultural sectors of the market.
Investment models
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LSW Investing Macro Themes
See full details- Allocation Strategy Long-Only
- Approach Fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography Global
- Style Growth
Performance-
3.2%90 day
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17.8%365 day
Avg. Sub.-
2.9%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
The Fed QE3 gambit powers stocks and commodities
25 September 2012
The Fed will purchase $40 billion worth of agency backed securities each month.
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