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- Qualifications Pursuing BBA/CFA
- Date of Birth December 05, 1969
- Job Title Section Chief, Compliance
- Industry Defense and Space
- Investment Experience 15 Years
Patrick B Clark
Individual Investor
Patrick is a career Air Force Noncommissioned Officer stationed overseas for the past 18 years. He believes that currency risk (inflation) is high.
Investment style
Patrick purchases long stock positions in companies with solid balance sheets and good cash flow. He opens short stock positions in companies burdened by long term debt and weak cash flow. Portfolio is rarely market neutral, but is never 100% long or 100% short. Long/short exposure is systematically and continuously optimized via trading rules which are based on market forces rather than a subjective market outlook. Each stock position is limited to 4% of the overall portfolio and manager normally holds at least 40 positions to maintain portfolio diversity.
How I got started
As an individual investor, Patrick could not find a professional asset manager whose approach matched his priorities. He began managing his own account by necessity about 15 years ago and has protected his personal account against many of the risks which were generally overlooked or ignored by professional asset managers.
Personal Interests
Endurance running, reading
Investment models
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Market Neutral Growth
See full details- Approach Quant/Technical
- Asset class Equity
- Geography Global
Performance-
2.8%30 day
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-7.4%365 days
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5.2%S.I.
Monthly vs S&P500-10.0% 12 months
Important info
Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
Personal Track Record returns are calculated by Covestor on a daily time-weighted basis of equity positions in the account provided by the member. 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
This is a rare opportunity to buy precious metals
6 October 2011
Here's the ETF I bought to take advantage of it.
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