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Education
Cardinal Stritch University

Qualifications
Series 65 and 63

Job Title
Portfolio Manager

Company Name
Split Rock

  • Address
  • 394 South Lake Ave., Suite 303
  • Duluth
  • Minnesota
  • 55802

Split Rock

Split Rock Private Trading & Wealth Management is a registered investment adviser based in Minneapolis. Split Rock provides access to several specialized investment portfolios. They currently operate and manage an Equity Rotation portfolio that strives to identify and understand economic and business cycle conditions and allocate funds accordingly. Split Rock also manages a North American Shale Energy portfolio that seeks to invest into the Bakken and other various major U.S. Shale plays. It invests funds according to each individual company’s strength of position and growth potential within those shale deposits.

Investment process

Split Rock employs a top down, fundamentally driven approach to investing. Portfolios are adjusted on a regular basis depending on economic and geopolitical conditions.

Investment portfolio

The development of the U.S. shale industry is still infantile, however the potential output from these shale deposits can potentially ease the U.S. reliance on foreign energy and provide a significant amount of jobs to Americans in an economic downturn.

Strategy
Stocks
Sharpe ratio
-0.45 365 days
Performance
-6.4% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 min

Portfolio commentary


Important Information

1. Performance of the Portfolio Manager's account is calculated by IB Asset Management on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail IB Asset Management's trading rules, as a result, actual client returns will differ. IB Asset Management 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 IB Asset Management, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.