Peattie Capital Profile Picture
  • Education Columbia University; Amherst College
  • Qualifications MBA
  • Investment Experience 16 years
  • Founded 2007
  • Company Name Peattie Capital
  • Number of Employees 1
  • Website http://peattiecapital.com
  • 1200 High Ridge Road
  • Suite 7
  • Stamford
  • Connecticut
  • 06905
Manager Disclosure Document

Peattie Capital

Investment Adviser

Investment portfolio

Peattie Capital Reasonable Price

See full details
  • Strategy
    Stock selection
Sharpe ratio
0.47

365 days

Manager performance
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6.3%

365 days

Risk score

1% fee
$20,000 minimum


Portfolio commentary

  1. Why US stocks still look attractive? Janet Yellen

    16 July 2015

    The Fed will move slowly as it normalizes interest rates.

  2. Time for active managers to shine 24 June 2015
  3. Stock pickers get their moment in the sun 20 April 2015
  4. Cracks surface in US economic outlook 16 March 2015
  5. Rocky start to the trading year 6 February 2015

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Important Information

1. Performance of the Portfolio Manager's account is calculated by Covestor on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail Covestor's trading rules, as a result, actual client returns will differ. Covestor advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

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 investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.