Peattie Capital Profile Picture Investment Adviser

Peattie Capital

Peattie Capital

  • EducationColumbia University; Amherst College
  • QualificationsMBA
  • Investment Experience13 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

  • 0.7%
    30 day
  • -0.8%
    90 day
  • 13.1%
    365 day
    September 25, 2011
Monthly vs S&P500
Peattie Capital - Reasonable Price Monthly vs S&P500
-3.3% 12 months
  • $20,000 investment min
  • 1% fee

Exposure

17.4%
15.5%
14.9%
14.9%
13.3%
  • Communications
  • Consumer, Non-cyclical
  • Technology
  • Industrial
  • Consumer, Cyclical

Top 5 securities View all

11.0%
8.6%
7.4%
6.8%
5.9%

Portfolio commentary

  1. Why Santa rallies matter

    16 December 2014

    Stock price trends in late December may foreshadow 2015 outlook.

  2. 10 reasons the stock market rally still has legs 10 November 2014
  3. Time to stop worrying about interest rates 8 October 2014
  4. Why I'm sticking with stocks 16 September 2014
  5. Why 2014 may be a replay of 2004 13 August 2014

show more


Performance detail

  • Manager (net of fees)

Performance

Covestor inception September 25, 2011

as of December 18, 2014 Manager (net of fees) S&P 500
Past 30 days 0.7% 0.6%
Past 90 days -0.8% 3.1%
Past 365 days 13.1% 16.2%
Since Covestor inception (Annualized) 17.2% 22.9%
2014 (YTD) 9.0% 13.8%
2013 35.7% 32.4%
2012 17.1% 16.0%

Risk metrics

Last 365 days

as of December 18, 2014 Manager (net of fees) S&P 500
Best 30 days 10.5% 9.7%
Worst 30 days -10.9% -6.7%
Volatility 13.6% 11.3%
Sharpe Ratio 0.96 1.43
Sortino Ratio 1.28 1.85
Maximum Drawdown -11.8% -7.3%
Value-at-risk (95%, 1 week) -3.1% -2.6%
vs. S&P 500
Information Ratio - 0.46
Alpha -3.1%
Beta 1.04
R-Squared 0.75
  • $20,000 investment min
  • 1% fee

Latest transactions View all

Average trades per month 4.8
Executed Symbol Security Replicable Type Price
12/16/14 AMRI Albany Molecular Research Inc Yes Sell $14.19
12/11/14 GPK Graphic Packaging Holding Co Yes Buy $13.24
11/28/14 MIC Macquarie Infrastructure Co LLC Yes Sell $70.14
11/28/14 WFT Weatherford International PLC Yes Sell $13.61
11/03/14 MHG Marine Harvest ASA Yes Buy $14.00
10/28/14 EPAM EPAM Systems Inc Yes Buy $46.48
10/17/14 DD EI du Pont de Nemours & Co Yes Buy $67.10
10/16/14 CKEC Carmike Cinemas Inc Yes Buy $29.73

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 average, time-weighted 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. Transactions that are marked as "Replicable" passed Covestor's trading rules and were eligible for replication at the time of execution, subject to individual client constraints. Eligibility for replication 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.