Sparrow Capital Management Profile Picture

Sparrow Capital Management

Investment Adviser

Sparrow Capital is a Missouri-based Registered Investment Advisor. Gerry Sparrow, President and Founder has over 20 years of investment experience.

Investment process

Investment process is as follows:

Step 1: Generate investment idea
Step 2: Score Stocks using proprietary matrix of fundamental, quantitative and technical factors
Step 3: Conduct fundamental analysis

Investment models

  • Sparrow Capital Fundamental Growth

    See full details
    • Allocation Strategy Long-Only
    • Approach Fundamental
    • Asset Class Equity
    • Cap Bias Multi Cap
    • Geography US
    • Style Growth
    Performance
    • 7.0%
      90 day
    • 20.8%
      365 day
    Avg. Sub.
    • 6.2%
      90 day
    Monthly vs S&P500
    sparrow capital - fundamental growth
    -2.8% 12 months
    3
    1.5% fee

  • Sparrow Capital Hard and Soft Commodities

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    • Allocation Strategy Long-Only
    • Approach Fundamental
    • Asset Class Other Asset Class
    • Geography Global
    Performance
    • -10.7%
      90 day
    • -12.2%
      365 day
    Avg. Sub.
    • -10.7%
      90 day
    Monthly vs S&P500
    sparrow capital - hard and soft commodities
    -25.0% 12 months
    4
    0.5% fee

Model commentary

  1. Equity returns trump bond yields in this market

    5 April 2013

    Stocks offer better potential than bonds.

  2. Stock prices are still reasonable despite record-smashing Dow 12 March 2013
  3. The dividend yield case for tobacco giant Altria Group 4 February 2013
  4. Valuations favor stocks over bonds 28 January 2013
  5. Who wins election doesn't matter. Economic clarity does 18 October 2012

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Important Information

1. Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More

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 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.


About investing

About Covestor

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