Sparrow Capital Management Profile Picture
  • Education Washington University
  • Qualifications MBA
  • Job Title CIO and Senior Portfolio Manager
  • Industry Financial Services
  • Investment Experience 20 years
  • Founded 1988
  • Company Name Sparrow Capital Management
  • Website
  • 211 North Broadway
  • Suite 2080
  • Saint Louis
  • Missouri
  • 63102
  • Company website with investment …
  • Sparrow Mutual Fund
Manager Disclosure Document

Sparrow Capital Management

Investment Adviser

Investment portfolio

Sparrow Capital Management Fundamental Growth

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  • Strategy
    Long-Only Equity
Sharpe ratio
1.25

365 days

Manager performance
0.01967,-0.00992,-0.00649,0.00844,0.00662,0.01028,-0.00090,0.00657,-0.00392,0.00711,0.00288,-0.01202,0.00882,0.00886,-0.00040,0.01160,0.00135,-0.00647,0.00693,-0.00195,0.00783,0.00907,-0.00910,0.00610,-0.00260,-0.00276,-0.00742,0.00189,0.00084,0.00721,-0.00747,-0.00007,-0.01208,0.00809,0.00111,-0.01729,0.00349,0.01083,0.00056,-0.00479,-0.00655,0.01147,-0.00727,0.00472,0.00499,-0.01386,-0.02822,0.00335,-0.00380,0.00518,0.00608,0.00854,-0.00566,0.00518,-0.00071,-0.00052,0.00052,0.00558,0.00697,0.00219,0.01184,0.00182,-0.00010,-0.00299,0.00289,0.00655,0.00020,0.00049,-0.00317,-0.00796,0.00419,0.00023,-0.00331,0.00071,0.00009,0.01313,0.00316,-0.00218,-0.00428,-0.01109,0.00784,-0.00265,-0.00338,0.00294,-0.00625,-0.01500,-0.00520,-0.00472,0.00522,-0.00800,0.00957,0.00525,-0.00421,-0.01480,-0.00164,0.00248,-0.00335,0.00271,0.01000,0.00311,-0.00155,0.01027,0.00694,0.00462,-0.00456,0.00595,0.00722,0.00452,0.01181,-0.00165,-0.00549,-0.00500,-0.00113,-0.00358,0.00605,-0.00456,-0.00632,0.00993,-0.00220,-0.00714,0.00686,-0.00798,-0.00564,-0.00565,0.01904,0.00348,0.00498,-0.00626,0.01033,0.00569,0.00761,0.00151,0.00677,-0.00446,-0.00075,0.00528,0.00844,0.00322,-0.00840,-0.00299,-0.00021,0.00010,0.00011,0.00472,-0.01610,0.00736,0.00136,0.00157,0.00937,0.00285,0.00211,-0.00705,-0.00513,-0.00599,0.00411,0.00655,-0.00517,0.00444,0.00096,-0.00126,-0.00376,-0.00139,0.00068,-0.00215,0.00910,-0.00156,-0.00495,-0.00769,-0.00555,0.00228,0.00727,0.00026,0.01425,-0.00048,0.00315,0.00321,0.00394,0.00393,-0.00098,0.00398,0.00194,-0.00604,0.00265,-0.00640,0.00622,-0.00016,-0.00230,0.00993,-0.01259,0.00883,0.00047,0.00426,-0.00718,0.00325,0.00076,-0.00942,-0.01913,-0.00548,0.01015,-0.01439,0.01602,-0.00306,-0.02432,0.01164,-0.00382,0.01416,0.01019,0.00375,0.01254,-0.00193,0.00805,0.00406,0.00322,-0.00421,0.01218,0.00259,0.00208,-0.00318,-0.00040,0.00406,0.00252,-0.00545,0.01773,0.00265,-0.00033,0.00009,-0.00028,-0.00594,0.00463,-0.01875,0.00191,0.00711,0.00560,-0.01104,0.00242,-0.00151,-0.00625,-0.00045,-0.00787,-0.00143,0.00773,0.00883,0.00415,0.00257,-0.00391,-0.01203,-0.00897,0.00535,0.00933,-0.01805,-0.00814,0.00735,0.00368:#0c3557:Manager 0.01430,-0.01432,-0.00667,0.00889,0.00468,0.01042,0.00013,0.00407,-0.00180,0.00721,0.00250,-0.00926,0.00949,0.01065,0.00191,0.00529,0.00457,-0.00322,0.00433,0.00014,0.01036,0.00543,-0.00496,0.01032,-0.00069,0.00175,-0.00816,-0.00278,-0.00053,0.00000,0.00636,-0.00689,0.00384,-0.01430,0.00604,-0.00547,-0.01354,0.00863,0.01285,-0.00028,-0.01015,-0.00813,0.01493,-0.00588,0.00758,0.00781,-0.01384,-0.02485,0.00267,-0.01215,0.00960,0.00980,0.00628,-0.00428,0.00553,-0.00032,0.00083,0.00000,0.01021,0.00555,0.00725,0.00022,0.01366,0.00309,0.00138,-0.00371,0.00289,0.00514,0.00164,0.00205,-0.00185,-0.00380,0.00257,0.00083,-0.00368,0.00041,0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-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:#c8c8c8:S&P_500
14.7%

365 days

Risk score

1.5% fee
$10,000 minimum


Sparrow Capital Management Hard and Soft Commodities

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  • Strategy
    Higher risk Multi-Asset
Sharpe ratio
-0.24

365 days

Manager performance
0.01610,-0.00769,0.00434,0.00626,0.00895,-0.00625,0.00968,0.02530,-0.00871,0.01396,0.00068,-0.01603,0.00503,0.00683,-0.00027,-0.00297,0.00942,-0.00848,-0.00115,-0.00539,-0.00300,-0.01796,-0.00229,-0.01254,0.02202,-0.01602,-0.00743,0.01009,-0.00723,-0.00111,0.00837,0.00975,-0.02259,0.01636,-0.00544,-0.00546,0.00661,-0.01835,0.00607,-0.00948,0.00151,0.00441,0.00165,-0.00236,-0.00414,-0.01244,-0.05094,0.01173,-0.01586,0.00128,-0.02571,-0.00468,0.02242,0.00496,-0.00611,0.00685,-0.01784,0.00944,0.01128,-0.00002,0.03199,-0.00696,0.00246,-0.00116,-0.01369,0.00339,0.00729,0.02146,0.00066,-0.01487,0.00229,-0.00302,-0.00104,-0.01811,-0.00238,-0.00335,0.00210,-0.00401,-0.01077,0.00064,0.02503,0.00056,0.01915,-0.00041,0.00627,0.01910,0.00183,-0.00356,-0.00152,-0.00539,0.00694,0.01809,0.00595,-0.00100,-0.00314,-0.00732,-0.00859,0.01685,-0.01025,-0.01038,0.01319,0.00586,-0.01030,0.00177,-0.02790,0.00861,-0.00523,-0.00063,0.03849,-0.00348,-0.02803,-0.00430,-0.00010,0.00314,-0.00140,-0.00012,-0.00517,-0.01267,0.01552,-0.00150,0.00134,0.00685,-0.00443,-0.00813,-0.00370,-0.00928,0.00226,-0.00045,0.00276,0.02112,0.00066,0.00425,0.01461,-0.00484,0.00494,0.00010,0.00107,-0.00348,-0.00015,-0.01727,-0.00021,-0.00087,-0.00216,0.00337,-0.00751,-0.00247,-0.00085,-0.01161,0.00073,0.00910,0.00159,-0.00904,-0.00147,-0.01637,0.00138,0.00012,0.00203,-0.00371,-0.00270,0.00761,-0.01902,-0.00197,0.01714,-0.01078,0.00516,0.00803,0.01152,-0.00797,-0.02060,0.00643,0.00747,-0.00339,0.00059,-0.01653,0.00763,-0.00365,0.00266,0.00705,0.00505,-0.00193,0.00115,0.00635,0.00744,-0.00269,-0.00717,-0.00362,0.00022,0.01596,0.00248,-0.00138,0.00126,-0.00112,0.00274,-0.00671,-0.00437,0.00518,-0.01002,-0.00995,0.00229,0.00072,-0.01522,-0.00277,-0.00050,0.00391,0.00402,0.00811,0.00917,0.00122,0.00803,-0.00185,0.00585,0.01790,0.00741,-0.01014,0.01133,-0.00022,0.00643,-0.00154,-0.00993,0.00305,-0.00162,0.00916,-0.00421,0.00341,0.01198,-0.01106,-0.00065,-0.00040,0.00909,-0.00646,0.00584,-0.00395,-0.00373,-0.01300,-0.00429,0.00136,-0.01014,0.00263,-0.00499,-0.00036,0.00371,-0.00003,-0.00039,0.00424,-0.00423,0.00283,-0.00494,0.00746,0.00325,-0.00208,-0.00436,0.00498,-0.00907:#0c3557:Manager 0.01430,-0.01432,-0.00667,0.00889,0.00468,0.01042,0.00013,0.00407,-0.00180,0.00721,0.00250,-0.00926,0.00949,0.01065,0.00191,0.00529,0.00457,-0.00322,0.00433,0.00014,0.01036,0.00543,-0.00496,0.01032,-0.00069,0.00175,-0.00816,-0.00278,-0.00053,0.00000,0.00636,-0.00689,0.00384,-0.01430,0.00604,-0.00547,-0.01354,0.00863,0.01285,-0.00028,-0.01015,-0.00813,0.01493,-0.00588,0.00758,0.00781,-0.01384,-0.02485,0.00267,-0.01215,0.00960,0.00980,0.00628,-0.00428,0.00553,-0.00032,0.00083,0.00000,0.01021,0.00555,0.00725,0.00022,0.01366,0.00309,0.00138,-0.00371,0.00289,0.00514,0.00164,0.00205,-0.00185,-0.00380,0.00257,0.00083,-0.00368,0.00041,0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-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:#c8c8c8:S&P_500
-3.9%

365 days

Risk score

0.5% fee
$10,000 minimum


Important Information

1. Performance of the portfolio 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 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.