Peattie Capital Profile Picture
  • 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
  • 06905
Manager Disclosure Document

Peattie Capital

Investment Adviser

Investment portfolio

Peattie Capital Reasonable Price

See full details
  • Strategy
    Stock selection
Sharpe ratio
1.38

365 days

Manager performance
0.00121,-0.00978,-0.00589,0.00323,-0.00063,-0.00181,-0.00248,-0.00168,0.01085,-0.00182,-0.01169,0.01083,-0.01015,-0.01442,-0.00296,0.01749,0.01495,0.00314,-0.01092,0.00829,0.01024,0.01057,-0.00241,0.00367,-0.00604,0.00826,-0.00206,-0.00714,0.00160,-0.00973,-0.00706,0.00111,0.01055,-0.00419,-0.00177,-0.01636,0.01381,0.00571,-0.00302,0.00695,0.01183,0.00199,-0.00108,-0.01240,-0.00898,0.00768,0.00359,-0.00112,0.00457,0.00096,0.00197,-0.00225,-0.00393,-0.00089,-0.00492,0.01093,0.00693,0.00203,-0.01385,-0.00415,0.00831,0.00060,-0.00184,0.00673,0.00239,0.01155,0.00673,0.00358,0.00283,0.00069,0.00012,0.00867,-0.00651,0.00881,-0.00968,0.01117,0.00624,-0.00342,0.00716,-0.01706,0.00958,0.00090,-0.00153,-0.00671,0.00367,0.00630,-0.01252,-0.02762,-0.00974,0.01190,-0.00995,0.01860,-0.00253,-0.01941,0.00944,-0.00660,0.01029,0.00791,0.00433,0.00812,-0.00474,0.00616,0.02093,-0.00452,-0.00285,-0.00007,0.00356,0.00199,0.00115,0.00360,0.01014,-0.00301,-0.00786,0.02017,0.00320,-0.00039,-0.00065,-0.00575,-0.00526,-0.00242,-0.01216,0.00315,0.00669,0.01223,-0.00408,0.00350,-0.00426,-0.00677,-0.00368,-0.00789,0.00007,0.00662,0.01597,0.01438,0.00316,-0.00187,-0.01980,0.00184,0.00617,0.01600,-0.02502,-0.01489,-0.00299,-0.00075,0.01103,0.00353,0.00400,0.00571,0.00045,-0.00356,-0.01224,-0.00315,0.00569,0.00430,0.00051,0.00091,0.00077,-0.00597,0.00451,-0.01383,0.00139,0.01527,-0.00589,-0.00141,-0.00577,0.00633,0.00218,-0.00702,0.00848,0.00172,0.00832,0.00276,0.00062,0.00370,0.00072,-0.00173,-0.00134,0.00004,0.00894,-0.00028,-0.00410,0.00126,0.00089,-0.00869,0.00081,0.00583,0.00790,0.00507,0.00131,0.00644,-0.00202,-0.00662,0.00196,0.00362,0.00262,0.00185,0.00534,-0.00140,0.00608,-0.00777,-0.00196,0.00244,-0.00232,0.00298,0.00336,0.00586,0.00734,-0.01297,0.01082,-0.00104,0.00720,-0.00264,0.00906,0.00080,-0.00624,-0.00086,-0.00037,-0.02211,-0.00075,0.00864,-0.00758,-0.00345,-0.00880,0.00501,0.00938,-0.00286,0.00258,0.00519,0.00202,0.01083,0.00058,-0.00027,0.00203,0.00117,0.00295,0.00172,0.00393,-0.00191,0.00420,0.00050,-0.00316,0.00067,0.00741,-0.00292,-0.00753,0.00518,0.00353,-0.00599,-0.00855,0.00551,0.00040,0.00662:#0c3557:Manager -0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-0.00209,0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503:#c8c8c8:S&P_500
16.9%

365 days

Risk score

1% fee
$20,000 minimum


Portfolio commentary

  1. Why I'm sticking with stocks

    16 September 2014

    A slow but steady economic expansion overall, with no sign of a recession in sight.

  2. Why 2014 may be a replay of 2004 13 August 2014
  3. Why a 5% to 10% market correction may be in the cards 20 June 2014
  4. Liquidity still drives this stock market 16 April 2014
  5. History shows most market shocks are short lived 11 March 2014

show more

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.