Call 1.866.825.3005 for more information
Call 1.866.825.3005 for more information
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.
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.
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.
Important Information
Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. 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
Wild cards ahead for the economy and the markets
8 May 2012
Recent news that Spain is back in a recession has caused some concern among global investors.
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