Analytic Investment

Focus Growth

Managed by Analytic Investment
AggressiveIdentify mispriced large cap stocks

The Focus Growth portfolio seeks to capture equity mispricing opportunities in large cap stocks. Hengfu uses computer algorithms to measure relative valuations according to many growth factors. The Focus Growth portfolio is long only; it does not use margin or trade leveraged or inverse ETFs.

Portfolio risk score
Strategy Stocks
Management fee 1.50%
Min investment $500
Performance
Commentary

Performance

Last 30 days -9.4%
Last 90 days -1.3%
Last 365 days -31.0%
Since inception (annualized) 13.2%
2022 (YTD) -32.1%
2021 9.3%
2020 44.5%
2019 26.2%
2018 -7.0%
2017 24.1%
2016 10.2%
2015 1.0%
2014 22.1%
2013 55.0%
2012 14.5%

Risk metrics (last 365 days)

Volatility 31.8%
Sharpe ratio -1.08
Sortino ratio -1.65
Maximum drawdown -39.8%
Value-at-risk (95%, 1 week) -7.4%

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Portfolio information

Research

Hengfu seeks to find stocks with strong earnings and sales growth, favorable p/e/g ratios, high operating margins, low debt-to-equity, consistent free cash and relative price strength. Hengfu’s computer algorithm-based strategy attempts to take advantage of stocks that may be mispriced. It seeks to buy the stocks that his research suggests are undervalued and sell the ones that he considers to be overvalued.

Approach

Manager Hengfu Hsu’s computer algorithm-based strategy attempts to take advantage of stocks that may be mispriced. It seeks to repeatedly buy the stocks that his research suggests are undervalued and sell the ones that are considered to be overvalued.

Sell discipline

Positions are sold or reduced when stocks become more expensive relative to other stocks based on several growth factors. They then are replaced with stocks of cheaper valuations.

Exceptions

None.

Analytic Investment

About Analytic Investment

Analytic Investment Management LLC is a registered investment adviser based in Silicon Valley, California. We actively manage value, growth and income-related investments.

Hengfu Hsu is the firm's founder and CEO. He has more than 15 years of investment experience and more than 20 years of software development expertise. Hengfu has built a set of proprietary computer algorithms to help him systematically manage Analytic’s fundamental investment strategies.

Our company’s approach seeks to eliminate emotion and bias from the investing process and to make decisions based on a disciplined process.

Disclosures

Past performance is no guarantee of future results, and all investments, including those in this portfolio, involve the risk of loss, including loss of principal and a reduction in earnings.

This portfolio was launched on Interactive Advisors on September 01, 2011, when clients were able to start investing in it. All performance information on this page is actual performance of the Portfolio Manager’s account and presented “net of fees”. The actual performance chart is provided for informational purposes only, and should not be used as the basis for making an investment decision. Actual client returns will differ. All Portfolio Manager information including personal data, profiles, and strategies has been provided by the Portfolio Manager. Interactive Advisors makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Interactive Advisors.

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