Call 1.866.825.3005 for more information
Call 1.866.825.3005 for more information
Richard has 40 years of investment experience and has worked for banks, mutual funds and investment advisors. He thinks it's counterproductive to spend time trying to outguess the market on large, widely-followed stocks.
Screens broad US market with models he has refined over many years with 2 main indicators to expose stocks to research. Valuation screen: uses relative and adjusted EBITDA multiples compared to their industry peers. Momentum screen: looks at relative price performance over the time periods in 3 month, 6 month and 12 month cycles, to restrict to those that the market indicates are outperforming their peers.
Richard worked for a mutual fund while he was finishing up college. He got hooked.
Golf, photography
Important Information
Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
Past performance is no guarantee of future results. Month to Date returns & Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
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
Strong earnings continue to power this market rally
7 May 2012
The most bullish market factor is still the upward trend in earnings estimates for the S&P 500 in 2012.
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