Peattie Capital Profile Picture Investment Adviser

Peattie Capital

Peattie Capital

  • EducationColumbia University; Amherst College
  • QualificationsMBA
  • Investment Experience16 years
  • Founded2007

Reasonable Price

My strategy seeks to find stocks that offer growth potential. I spend a lot of time conducting both bottom-up and top-down research in an effort to avoid overpaying for my investments. My goal is to buy individual stocks that I believe offer significant value at any given point in the market cycle. I tend to favor dividend-paying stocks that also meet my growth criteria.

Risk score

Risk Score 4
4
15.4%

Best 30 days

-11.7%

Worst 30 days

Performance

  • 2.6%
    30 day
  • 2.9%
    90 day
  • 6.3%
    365 day
    September 25, 2011
Monthly vs S&P500
Peattie Capital - Reasonable Price Monthly vs S&P500
-1.4% 12 months
  • $20,000 investment min
  • 1% fee

Exposure

24.4%
18.5%
15.0%
11.5%
9.6%
  • Consumer, Non-cyclical
  • Consumer, Cyclical
  • Communications
  • Industrial
  • Technology

Top 5 securities View all

11.5%
9.1%
7.7%
7.2%
6.6%

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

show more


Performance detail

  • Manager (net of fees)

Performance

Covestor inception September 25, 2011

as of July 30, 2015 Manager (net of fees) S&P 500
Past 30 days 2.6% 2.3%
Past 90 days 2.9% 0.5%
Past 365 days 6.3% 9.2%
Since Covestor inception (Annualized) 16.1% 20.0%
2015 (YTD) 5.3% 3.6%
2014 10.1% 13.7%
2013 35.7% 32.4%
2012 17.1% 16.0%

Risk metrics

Last 365 days

as of July 30, 2015 Manager (net of fees) S&P 500
Best 30 days 10.5% 9.7%
Worst 30 days -10.9% -6.7%
Volatility 13.2% 12.3%
Sharpe Ratio 0.47 0.74
Sortino Ratio 0.67 1.10
Maximum Drawdown -11.8% -7.3%
Value-at-risk (95%, 1 week) -3.1% -2.9%
vs. S&P 500
Information Ratio - 0.50
Alpha -2.2%
Beta 0.96
R-Squared 0.80
  • $20,000 investment min
  • 1% fee

Latest transactions View all

Average trades per month 5.1
Executed Symbol Security Type Price
07/10/15 ANIP ANI Pharmaceuticals Inc Buy $61.71
07/07/15 SEE Sealed Air Corp Buy $51.81
07/02/15 FWM Fairway Group Holdings Corp Sell $3.56
07/01/15 MMYT MakeMyTrip Ltd Sell $19.03
07/01/15 TGNA TEGNA Inc Buy $32.90
06/22/15 NTDOY Nintendo Co Ltd Buy $20.65
06/22/15 GPK Graphic Packaging Holding Co Sell $14.09
06/17/15 ALGN Align Technology Inc Sell $60.57

Important Information

  1. Past performance is no guarantee of future results.
  2. 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".
  3. Average client returns are calculated by Covestor and are composed of the asset-weighted average returns of all active client investments (some of which may contain investment restrictions) to the underlying portfolio. These daily average returns are then linked together for the timeframe presented. These returns include cash, dividends, earnings distributions, brokerage commissions and Covestor advisory fees.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified. 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.
  5. The performance charts are provided for informational purposes only, and should not be used as the basis for making an investment decision. Variables such as corporate actions or foreign exchange may affect daily performance displays. We rely on mathematical formulas, computer programs, and pricing information from third-party vendors to provide these returns. Neither Covestor nor any of its data or content providers shall be liable for any errors in this information or any actions taken by you in reliance upon this information.
  6. Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations. Benchmarks presented are total return and therefore inclusive of cash, dividends and earnings distributions but not transaction costs. More
  7. Leverage indicates the level of margin utilized and is calculated by dividing gross exposure by portfolio net liquidation value.
  8. All Portfolio Manager information including personal data, profiles, strategies, monthly investment reports, and historical results outside of Covestor has been provided by the Portfolio Manager. Covestor makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Covestor. Transaction history is available upon request. Portfolio classifications are provided by Covestor, and are intended to serve as a general guide.
  9. The checked transactions passed Covestor's trading rules and were eligible for investment at the time of execution, subject to individual client constraints. Eligibility may change over time. Actual client investment trade activity may vary.
  10. Index returns do not reflect any management fees, transaction costs or expenses. Individuals cannot invest directly in an Index.