Call 1.866.825.3005 for more information
- Education Columbia University; Amherst College
- Qualifications MBA
- Investment Experience 13 years
- Founded 2007
- Company Name Peattie Capital
- Number of Employees 1
-
Website
http://peattiecapital.com - 1200 High Ridge Road
- Suite 7
- Stamford
- Connecticut
- United States
- 06905
Peattie Capital
Investment Adviser
Bill Peattie, Founder and Managing Member at Peattie Capital, has been managing client portfolios since May, 2000. Previously, Bill spent 10 years as an institutional fixed income trader at Credit Suisse (then Credit Suisse First Boston). Bill is a graduate of Amherst College (1982) and Columbia Business School (1996), and brings 25 years of "hands on" experience with both institutional and retail clients.
Investment process
PCM uses primarily bottom-up, company specific analysis but may incorporate top down analysis from time to time as well. PCM buys shares of companies traded on US exchanges predominantly, with an occasional foray onto a foreign exchange. There are no stated limits as to size of a company, region, or industry.
Company background
Peattie Capital Management was founded in May, 2007, after I returned east from San Francisco. While PCM is a sole proprietorship, I network with other professional money managers to generate and evaluate investment opportunities. Prior to forming PCM, I was a portfolio manager at SF Sentry in San Francisco, and prior to that managed client portfolios at Montgomery Securities, which is now a unit of Bank of America.
Investment models
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Peattie Capital Reasonable Price
See full details- Allocation Strategy Long-Short
- Approach Fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography Global
Performance-
15.6%90 day
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53.2%365 day
Avg. Sub.-
-90 day
Monthly vs S&P50020.8% 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
ChipMos and Macquarie Infrastructure delivered for the model
9 April 2013
Macquarie Infrastructure may lift its dividend payout once more.
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