• 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
  • Address
    211 North Broadway
    Suite 2080
    Saint Louis
    Missouri
    63102
  • Links
      Sparrow Mutual Fund
      Website

Investment portfolio

Strategy
Stock selection

This portfolio is new to the Covestor platform and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

Sharpe ratio
0.04 365 days
Manager performance
Manager perf
-0.00006,0.00480,0.00131,-0.00263,-0.00266,-0.00371,0.01272,-0.00009,-0.00158,-0.00083,-0.00118,0.00192,-0.00320,-0.01020,0.00930,-0.00009,-0.01217,0.00177,-0.00125,0.00182,-0.00794,-0.00398,-0.00653,-0.00192,0.01008,-0.00155,-0.00328,-0.00241,0.00743,0.00239,0.01165,-0.00842,0.00836,0.00139,-0.01003,0.00042,0.00426,-0.01815,0.00410,0.00946,0.00101,-0.00161,0.00979,-0.01168,-0.00523,0.01233,0.01053,0.00059,-0.00655,0.00626,0.00266,0.00522,-0.00239,-0.00151,-0.00430,-0.00180,-0.00553,0.00994,0.00831,0.00487,-0.00296,-0.00006,-0.00109,-0.00227,-0.01305,-0.00165,0.00667,-0.01117,-0.00082,-0.00070,0.00301,0.00548,-0.00156,-0.00884,-0.02004,-0.02683,-0.03660,-0.00923,0.03660,0.02023,0.00137,-0.00747,-0.02825,0.01571,0.00112,-0.01348,0.02216,-0.01439,0.00151,0.00331,-0.00613,0.01352,0.01127,-0.00104,-0.01382,0.00713,-0.01213,-0.00196,0.00036,-0.00003,-0.01863,-0.00256,0.01502,0.00358,0.01324,0.01719,-0.00388,0.00582,0.01214,0.00225,0.00152,-0.00900,-0.00504,0.01383,0.00699,0.00206,0.00236,-0.00468,0.01770,0.00002,0.00290,-0.00784,0.00799,-0.00257,-0.01264,0.00618,-0.00264,-0.00472,0.00550,0.00835,-0.00862,0.00194,-0.00573,-0.00951,-0.01420,0.01247,0.00003,0.01366,-0.00214,0.00341,0.00512,0.00410,0.00904,-0.00287,-0.00613,0.01354,-0.00417,-0.01630,0.01977,-0.00375,-0.00118,-0.01333,-0.00343,-0.01992,0.00641,0.00912,0.01425,-0.01106,-0.01844,0.00533,0.00583,0.00798,0.00294,-0.00018,0.00491,-0.00397,-0.00941,-0.01148,0.00273,-0.00523,-0.02088,-0.00590,0.00536,0.00807,-0.02372,0.00724,-0.01992,0.00425,-0.00988,0.00511,0.01915,-0.01140,0.00923,-0.00785,0.01722,0.01763,0.00223,-0.01173,-0.00230,-0.00772,-0.01862,-0.01158,0.00259,-0.00570,-0.00430,0.01411,0.01426,0.01609,-0.00603,-0.00028,0.01546,-0.01007,0.00496,0.01007,-0.00480,-0.00832,0.02203,-0.00538,0.00358,0.00152,-0.00478,-0.00628,0.00786,0.00190,0.01133,-0.00039,-0.00006,0.00636,0.00520,-0.00108,0.00001,-0.00701,-0.00245,-0.00071,0.00224,0.01037,0.00632,-0.00587,0.00815,-0.00478,-0.00758,0.00958,-0.00804,0.00145,-0.00407,0.00716,0.00567,-0.00053,0.00109,0.00675,0.00327,-0.00397,-0.00605,-0.00430,0.00217,-0.00170,0.00119,0.00035,0.00965,0.01114,-0.00680,-0.00266:#0c3557:Manager -0.00446,0.00377,0.01346,-0.00509,-0.00295,-0.00030,0.01078,0.00077,0.00305,-0.00064,-0.00093,0.00234,-0.00223,-0.01028,0.00916,-0.00127,-0.00632,0.00206,-0.00101,0.00212,-0.00862,-0.00144,-0.00647,0.00042,0.01204,0.00174,-0.00699,-0.00462,0.00569,0.00198,0.00990,-0.00530,0.00609,0.00064,-0.00735,-0.00297,-0.00039,-0.02087,0.00266,0.00694,-0.00031,-0.00386,0.00608,-0.01665,0.00226,0.01234,0.01107,0.00445,-0.00074,0.00801,0.00111,0.00077,-0.00426,-0.00239,-0.00568,-0.01070,-0.00578,0.01239,0.00732,0.00003,-0.00227,-0.00276,-0.00225,0.00311,-0.00775,-0.00287,0.01281,-0.00956,0.00095,-0.00128,0.00391,0.00521,-0.00263,-0.00826,-0.02110,-0.03185,-0.03941,-0.01352,0.03903,0.02430,0.00061,-0.00839,-0.02958,0.01829,0.00116,-0.01533,0.02508,-0.01390,0.00528,0.00449,-0.00409,0.01283,0.00871,-0.00256,-0.01616,0.00457,-0.01232,-0.00205,-0.00336,-0.00047,-0.02567,0.00123,0.01908,0.00197,0.01432,0.01829,-0.00359,0.00804,0.00882,0.00073,0.00128,-0.00683,-0.00472,0.01485,0.00457,0.00027,-0.00142,-0.00583,0.01663,0.01103,-0.00191,-0.00255,0.01184,-0.00045,-0.00481,0.01187,0.00273,-0.00355,-0.00113,-0.00035,-0.00982,0.00151,-0.00323,-0.01399,-0.01121,0.01490,-0.00134,0.01616,-0.00112,0.00381,-0.00123,0.00122,-0.00013,0.00059,-0.00464,0.01068,-0.01100,-0.01437,0.02053,-0.00699,-0.00649,-0.00774,0.00225,-0.01942,0.00476,0.01062,0.01452,-0.01504,-0.01780,0.00778,0.00882,0.01242,-0.00160,0.00000,-0.00218,0.01063,-0.00722,-0.00941,-0.01530,0.00201,-0.01312,-0.02370,-0.01084,0.00085,0.00780,-0.02497,0.01670,-0.02160,0.00053,-0.01169,0.00520,0.02028,-0.01564,0.01414,-0.01086,0.00553,0.02476,-0.00044,-0.01874,0.00499,0.00153,-0.01848,-0.01415,-0.00066,-0.00019,-0.01230,0.01952,0.01652,0.01648,-0.00467,-0.00003,0.01445,-0.01245,0.00444,0.01135,-0.00187,-0.00812,0.02387,0.00409,0.00350,0.00331,0.00089,-0.01124,0.00505,0.00016,0.01640,-0.00126,-0.00184,0.00560,0.00660,0.00441,0.00099,-0.00088,-0.00639,-0.00038,0.00055,0.00882,0.00435,-0.00204,0.00633,-0.00321,-0.01014,0.01051,-0.01198,0.00279,-0.00274,0.00966,0.01004,0.00017,-0.00098,0.00654,0.00308,0.00076,-0.00519,0.00005,-0.00181,0.00187,0.00165,-0.00923,-0.00506,0.00781,-0.00868,-0.00594:#c8c8c8:S&P_500
0.9%
365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 minimum

Strategy
Stock selection

This portfolio is new to the Covestor platform and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

Sharpe ratio
- 365 days
Manager performance
Manager perf
Risk score
Fees
  • 1.5% + 12% perf fee
  • $50,000 minimum

Strategy
Stock selection

This portfolio is new to the Covestor platform and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

Sharpe ratio
-0.70 365 days
Manager performance
Manager perf
-0.00348,0.00185,0.01617,0.00085,-0.00304,0.00017,0.01610,0.00015,0.00866,0.00625,0.00196,-0.00034,-0.00310,-0.00811,0.01109,0.00212,-0.00195,0.00592,-0.00571,0.00312,-0.01012,0.00454,-0.00787,-0.00404,0.00974,0.00517,-0.00823,0.00236,0.00677,-0.00160,0.01417,0.00224,0.00828,-0.00076,-0.01224,0.00633,-0.00377,-0.01786,0.00676,0.00557,-0.00982,-0.00923,0.00558,-0.01318,0.00315,0.01522,0.00548,0.00707,-0.00355,0.00575,-0.00081,0.00271,-0.00582,0.00438,-0.00759,-0.01408,0.00051,0.01251,0.00067,0.00016,0.00193,0.00058,-0.00546,0.01029,-0.02217,-0.00165,0.00623,-0.00809,0.00300,-0.00309,0.00470,0.01105,-0.00226,-0.00917,-0.03014,-0.02389,-0.04317,-0.00649,0.02552,0.01330,0.00185,-0.01156,-0.01991,0.01808,-0.00908,-0.00258,0.03085,-0.01540,0.01233,0.01403,-0.00633,0.00992,0.00226,0.01031,-0.00977,-0.01506,-0.00878,0.00667,-0.00873,-0.02999,-0.03970,-0.00305,0.01187,0.00596,0.01179,-0.00097,-0.02004,-0.00271,-0.00030,0.00096,0.00850,-0.01143,-0.00387,0.01373,0.00651,0.00665,-0.01007,-0.00099,-0.01541,-0.01556,0.00176,0.01428,0.01029,-0.00864,-0.00546,0.01505,0.00026,-0.00590,0.00348,0.00033,-0.00848,0.00820,-0.00890,-0.01731,-0.00234,0.01090,0.00765,0.01676,-0.01496,0.00668,0.00179,-0.00292,0.00553,0.00566,-0.01603,0.01264,-0.00833,-0.02215,0.02679,-0.01094,0.00329,-0.01133,0.00610,-0.01244,0.00421,0.01274,0.01347,-0.00980,-0.01311,0.00754,0.00546,0.00654,0.00183,0.00027,0.01003,-0.00556,-0.00891,-0.02386,0.00396,-0.00567,-0.02341,-0.01441,-0.01615,0.01082,-0.02053,0.01513,-0.01230,0.00698,-0.00024,-0.00524,0.01617,-0.00796,-0.00056,-0.00709,-0.02822,0.02613,0.01255,-0.01745,-0.00311,-0.00230,-0.01806,-0.02745,0.00435,0.01182,-0.00563,0.00597,0.01275,0.00787,-0.00350,0.00427,-0.00007,-0.00795,0.01119,0.01478,-0.00050,-0.01211,0.01754,0.00214,-0.00301,0.00078,0.00434,-0.00591,0.00050,0.00166,0.01808,-0.00108,-0.01052,0.00231,-0.00981,0.01089,-0.00252,0.00680,-0.00541,0.00023,0.00247,0.01752,0.00086,0.00060,0.01056,0.01575,-0.01211,0.02039,-0.01088,-0.00213,-0.00099,0.00746,0.01013,0.00026,0.00105,0.00874,-0.00183,0.00615,-0.00209,0.00231,0.00181,0.00002,0.00410,-0.02119,-0.00983,0.01023,-0.00977,-0.00477:#0c3557:Manager -0.00446,0.00377,0.01346,-0.00509,-0.00295,-0.00030,0.01078,0.00077,0.00305,-0.00064,-0.00093,0.00234,-0.00223,-0.01028,0.00916,-0.00127,-0.00632,0.00206,-0.00101,0.00212,-0.00862,-0.00144,-0.00647,0.00042,0.01204,0.00174,-0.00699,-0.00462,0.00569,0.00198,0.00990,-0.00530,0.00609,0.00064,-0.00735,-0.00297,-0.00039,-0.02087,0.00266,0.00694,-0.00031,-0.00386,0.00608,-0.01665,0.00226,0.01234,0.01107,0.00445,-0.00074,0.00801,0.00111,0.00077,-0.00426,-0.00239,-0.00568,-0.01070,-0.00578,0.01239,0.00732,0.00003,-0.00227,-0.00276,-0.00225,0.00311,-0.00775,-0.00287,0.01281,-0.00956,0.00095,-0.00128,0.00391,0.00521,-0.00263,-0.00826,-0.02110,-0.03185,-0.03941,-0.01352,0.03903,0.02430,0.00061,-0.00839,-0.02958,0.01829,0.00116,-0.01533,0.02508,-0.01390,0.00528,0.00449,-0.00409,0.01283,0.00871,-0.00256,-0.01616,0.00457,-0.01232,-0.00205,-0.00336,-0.00047,-0.02567,0.00123,0.01908,0.00197,0.01432,0.01829,-0.00359,0.00804,0.00882,0.00073,0.00128,-0.00683,-0.00472,0.01485,0.00457,0.00027,-0.00142,-0.00583,0.01663,0.01103,-0.00191,-0.00255,0.01184,-0.00045,-0.00481,0.01187,0.00273,-0.00355,-0.00113,-0.00035,-0.00982,0.00151,-0.00323,-0.01399,-0.01121,0.01490,-0.00134,0.01616,-0.00112,0.00381,-0.00123,0.00122,-0.00013,0.00059,-0.00464,0.01068,-0.01100,-0.01437,0.02053,-0.00699,-0.00649,-0.00774,0.00225,-0.01942,0.00476,0.01062,0.01452,-0.01504,-0.01780,0.00778,0.00882,0.01242,-0.00160,0.00000,-0.00218,0.01063,-0.00722,-0.00941,-0.01530,0.00201,-0.01312,-0.02370,-0.01084,0.00085,0.00780,-0.02497,0.01670,-0.02160,0.00053,-0.01169,0.00520,0.02028,-0.01564,0.01414,-0.01086,0.00553,0.02476,-0.00044,-0.01874,0.00499,0.00153,-0.01848,-0.01415,-0.00066,-0.00019,-0.01230,0.01952,0.01652,0.01648,-0.00467,-0.00003,0.01445,-0.01245,0.00444,0.01135,-0.00187,-0.00812,0.02387,0.00409,0.00350,0.00331,0.00089,-0.01124,0.00505,0.00016,0.01640,-0.00126,-0.00184,0.00560,0.00660,0.00441,0.00099,-0.00088,-0.00639,-0.00038,0.00055,0.00882,0.00435,-0.00204,0.00633,-0.00321,-0.01014,0.01051,-0.01198,0.00279,-0.00274,0.00966,0.01004,0.00017,-0.00098,0.00654,0.00308,0.00076,-0.00519,0.00005,-0.00181,0.00187,0.00165,-0.00923,-0.00506,0.00781,-0.00868,-0.00594:#c8c8c8:S&P_500
-12.4%
365 days
Risk score
Fees
  • 1% fee
  • $20,000 minimum

Portfolio commentary

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    Investors struggle to discern Fed timing on interest rates.

  2. #local.item['profilepicurl']# US stocks heading higher? 24 April 2015
  3. #local.item['profilepicurl']# US economy: Why the glass is half full 15 March 2015
  4. #local.item['profilepicurl']# Why we are bullish on stocks 27 January 2015
  5. #local.item['profilepicurl']# Why October may present a buying opportunity for stocks 7 October 2014
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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.