Sparrow Capital Profile Picture
Manager Disclosure Document

Sparrow Capital Management

Investment Adviser

Investment portfolio

Sparrow Capital Management Fundamental Growth

See full details
  • Strategy
    Stock selection
Sharpe ratio
1.16

365 days

Manager performance
-0.00401,-0.00567,0.00158,0.00288,-0.00069,-0.00113,0.00286,0.00212,-0.00685,0.00279,0.00029,0.00216,0.01221,-0.00052,-0.00591,-0.00869,0.00701,0.00292,-0.00805,0.00730,0.00466,0.00470,0.00543,-0.00119,0.00537,0.00034,0.00149,-0.00464,0.00364,0.00635,0.00471,-0.00006,-0.00076,-0.00112,-0.00878,0.00123,0.00269,0.00292,0.00749,0.00251,0.00054,-0.00241,-0.00737,0.00535,-0.00441,0.00026,0.00299,0.00258,0.00099,0.00627,-0.00332,-0.00815,0.00180,-0.00523,0.00011,0.00090,-0.00736,-0.00134,-0.01449,0.01032,-0.00555,0.00396,-0.00001,0.00439,-0.00496,-0.00322,-0.00731,-0.00017,-0.01832,-0.00273,0.01202,-0.00657,0.00779,-0.00468,0.00965,0.00644,-0.00126,0.00184,0.00494,0.01370,0.00409,0.00329,0.00164,-0.00171,-0.00279,0.00420,0.00011,-0.00201,-0.00182,-0.00038,0.00286,-0.00036,-0.00179,0.00352,-0.00341,-0.00447,0.00515,0.00075,-0.00131,-0.00054,0.00650,0.00156,0.00597,-0.00004,-0.00647,-0.00860,0.00900,-0.01474,0.00757,0.00065,-0.00334,-0.01249,0.00219,0.00701,-0.00096,-0.01284,0.01464,-0.01759,-0.00862,-0.01274,0.00493,-0.00699,0.00223,0.00922,0.01324,0.02268,-0.00662,0.00419,0.00511,-0.00036,0.00984,-0.00564,0.00688,0.01254,-0.00188,0.00114,0.00334,0.00518,0.00627,0.00322,0.00079,0.00265,0.00025,0.00019,-0.00004,0.00311,-0.00206,-0.00212,0.00485,0.00468,0.00219,0.00392,-0.00215,-0.01070,0.00314,0.00355,-0.00336,0.00095,-0.00890,-0.00084,-0.01342,0.00637,-0.01336,-0.00693,-0.00685,0.01802,0.01974,0.00242,0.00545,0.00613,-0.00264,0.00287,-0.00017,-0.00692,-0.00969,-0.00319,-0.01216,-0.00370,0.01069,0.01538,-0.00564,-0.01414,0.00000,-0.00199,-0.00490,0.01256,0.00042,0.00295,0.00958,-0.01005,0.00527,-0.00972,-0.01017,0.00490,-0.00774,0.01310,0.01365,-0.00376,0.00594,-0.00551,-0.00250,0.01061,0.00793,0.00800,0.00165,-0.00099,0.00304,0.00067,0.00397,0.00272,0.00342,0.00342,-0.00301,0.00808,0.00518,-0.00559,-0.00251,-0.00047,-0.01597,0.00590,-0.01198,-0.00291,0.01421,-0.00975,0.01387,-0.00308,0.01048,-0.00239,0.00639,-0.00389,-0.00473,-0.01366,-0.00708,0.00006,0.00836,-0.00800,0.00076,0.00309,0.00565,-0.00036,0.00457,0.00354,0.00390,-0.00738,0.00392,0.00090,0.00338,-0.01193,0.00888,0.00208,0.00638,-0.00211:#0c3557:Manager 0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849,0.02040,0.02417,0.00457,0.00395,0.00180,-0.00010,0.00000,0.00331,0.00103,-0.00477,-0.01031,0.00000,-0.00020,-0.01822,-0.00889,0.01194,0.01791,-0.00840,-0.00809,-0.00248,-0.00578,-0.00922,0.01344,0.00000,0.00158,0.00485,0.01528,-0.00549,0.00258,-0.01339,-0.01341,0.00961,-0.01298,0.01299,0.01446,-0.00386,0.01049,-0.00315,-0.00420,0.01072,0.00032,0.00989,0.00416,0.00000,0.00175,-0.00027,-0.00090,0.00625,-0.00029,0.00279,-0.00060,-0.00131,-0.00295,0.00618,-0.00453,-0.00418,0.00124,-0.01405,0.00404,-0.01690,-0.00176,0.01286,-0.00605,0.01355,-0.00332,0.01218,-0.00486,0.00901,-0.00175,-0.00606,-0.01454,-0.00235,0.00256,0.01233,-0.00870,-0.00384,0.00356,0.00000,0.00662,-0.00204,0.00306,0.00446,0.00520,-0.00449,0.00163,0.00515,-0.00076,-0.01131,0.00926,-0.00147,0.00512,0.00246:#c8c8c8:S&P_500
12.7%

365 days

Risk score

1.5% fee
$20,000 minimum


Sparrow Capital Management Hard and Soft Commodities

See full details
  • Strategy
    ETF rotation
Sharpe ratio
-0.51

365 days

Manager performance
0.00364,0.00224,-0.00122,-0.00079,-0.00416,-0.00342,0.00894,0.00351,-0.00288,-0.00391,-0.00403,-0.00155,0.00950,0.00037,0.00664,-0.00879,-0.00021,0.00098,-0.00208,0.00026,0.00110,-0.00038,-0.00960,-0.00460,0.00328,-0.00505,-0.00331,0.00032,-0.00201,0.00736,0.00235,-0.00077,0.00350,-0.00289,0.00520,0.00235,-0.00167,0.00250,0.00728,0.02199,-0.00008,0.00313,-0.00319,0.00313,-0.00123,-0.00113,0.00411,-0.00066,0.00262,0.00007,-0.00328,-0.00185,0.00165,0.00054,0.00117,-0.01267,-0.00671,0.00310,0.00744,-0.00439,0.00034,-0.00003,-0.00178,-0.00787,0.00537,-0.00153,-0.00324,-0.00334,-0.00972,0.00056,-0.00054,-0.00599,0.00894,-0.00325,0.00344,0.00248,-0.00092,-0.00136,0.00296,-0.00446,0.00162,-0.00178,-0.00050,-0.00462,-0.00168,-0.00104,0.00310,0.00068,0.00312,-0.00221,-0.00985,0.00210,-0.00639,0.00376,-0.00674,-0.00172,-0.00241,-0.00713,-0.00470,0.00134,0.00417,-0.00717,0.00240,-0.01039,-0.00483,0.00054,0.00031,-0.00664,0.00160,-0.00266,-0.00878,-0.00349,-0.00185,-0.01074,0.01415,-0.00779,0.01004,-0.00785,-0.00521,-0.00029,0.00368,0.00210,-0.00172,0.00045,0.00998,0.00625,-0.00928,0.00163,0.00468,-0.00277,0.00646,-0.00782,-0.00855,-0.00778,-0.00419,-0.00254,-0.01403,0.00209,0.01594,-0.00849,0.01326,-0.00274,-0.00061,0.01682,-0.00158,0.00881,-0.00624,0.00496,0.00806,-0.00391,0.00150,-0.00104,-0.02526,0.02356,-0.00355,0.00652,-0.00347,-0.00545,0.00071,0.01510,-0.00470,-0.00091,-0.00882,-0.02280,-0.00483,0.00490,0.01116,0.00500,-0.02387,0.00222,0.00000,0.01097,0.00582,0.00910,-0.01523,0.00173,0.00246,0.00734,0.00352,0.00320,0.00345,0.00467,0.00260,-0.00226,0.00830,0.01877,0.00969,0.00513,0.01085,-0.00868,-0.00636,0.00669,-0.00885,-0.01644,0.00644,0.00073,0.00138,-0.00156,0.00621,-0.01985,0.00600,-0.00176,-0.00377,0.00496,0.01088,-0.01403,0.00141,-0.00229,-0.00062,-0.00027,0.00064,0.00525,-0.00288,-0.00011,-0.00187,-0.00387,-0.00633,-0.00167,-0.01831,0.00050,-0.01085,-0.00555,0.00639,-0.00308,0.00489,-0.00391,0.01828,-0.00566,0.01495,0.00674,0.00011,-0.00287,0.00050,-0.00156,-0.00290,-0.00514,0.01240,-0.00130,0.01013,-0.00282,-0.00500,-0.00591,0.00945,-0.00777,-0.00162,0.00738,-0.00115,-0.00593,-0.00644,0.00410,-0.00786,0.00657:#0c3557:Manager 0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849,0.02040,0.02417,0.00457,0.00395,0.00180,-0.00010,0.00000,0.00331,0.00103,-0.00477,-0.01031,0.00000,-0.00020,-0.01822,-0.00889,0.01194,0.01791,-0.00840,-0.00809,-0.00248,-0.00578,-0.00922,0.01344,0.00000,0.00158,0.00485,0.01528,-0.00549,0.00258,-0.01339,-0.01341,0.00961,-0.01298,0.01299,0.01446,-0.00386,0.01049,-0.00315,-0.00420,0.01072,0.00032,0.00989,0.00416,0.00000,0.00175,-0.00027,-0.00090,0.00625,-0.00029,0.00279,-0.00060,-0.00131,-0.00295,0.00618,-0.00453,-0.00418,0.00124,-0.01405,0.00404,-0.01690,-0.00176,0.01286,-0.00605,0.01355,-0.00332,0.01218,-0.00486,0.00901,-0.00175,-0.00606,-0.01454,-0.00235,0.00256,0.01233,-0.00870,-0.00384,0.00356,0.00000,0.00662,-0.00204,0.00306,0.00446,0.00520,-0.00449,0.00163,0.00515,-0.00076,-0.01131,0.00926,-0.00147,0.00512,0.00246:#c8c8c8:S&P_500
-5.7%

365 days

Risk score

0.5% fee
$10,000 minimum


Portfolio commentary

  1. US stocks heading higher?

    24 April 2015

    Consumer spending is getting a boost from lower energy prices.

  2. US economy: Why the glass is half full 15 March 2015
  3. Why we are bullish on stocks 27 January 2015
  4. Why October may present a buying opportunity for stocks 7 October 2014
  5. Strong earnings may power markets higher 22 July 2014

show more

Important Information

1. 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".

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 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.