Clearbrook Capital Advisors

Undervalued Opportunities

Managed by Clearbrook Capital Advisors
Fundamental analysisConcentrated exposure

The Undervalued Opportunities investment strategy is suited for investors who are seeking concentrated exposure to securities. Through active management the strategy strives to beat the annualized returns of the S&P 500 over a long period of time.

Portfolio risk score
Strategy Stocks
Management fee 1.50%
Min investment $20,000
Performance
Commentary

Performance

Last 30 days -4.1%
Last 90 days 2.0%
Last 365 days -14.4%
Since inception (annualized) 39.7%
2022 (YTD) -13.9%
2021 8.2%
2020 190.8%

Risk metrics (last 365 days)

Volatility 18.3%
Sharpe ratio -0.97
Sortino ratio -1.41
Maximum drawdown -21.5%
Value-at-risk (95%, 1 week) -4.2%

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Portfolio information

Research

Fundamental analysis generally forms the basis for our thesis. This may include but is not limited to: an understanding of the company’s business, an evaluation of company management, the company’s standing within its industry, analysis of the company’s financial statements and annual filings. Additionally, we may engage in forms of cyclical analysis and technical analysis.

Approach

The strategy tends to look for investments in companies experiencing periods of growth in their businesses. However, the strategy will seek investments in any situation where it feels the opportunity for reward sufficiently outweighs the corresponding risk.

Sell discipline

Portfolio holdings are reviewed periodically. Holdings are evaluated for potential thesis change. Holdings are sold if it is believed that capital could be more effectively allocated.

Exceptions

The portfolio may engage in the buying of ETFs and ADRs, hold high levels of cash, or trade any other publicly traded instrument (within the parameters outlined by Interactive Advisors), if it believes there is sufficient opportunity for investment returns.

Clearbrook Capital Advisors

About Clearbrook Capital Advisors

Clearbrook Capital Advisors LLC is a registered investment advisor based in Massachusetts. The firm seeks to employ an investment strategy that balances bottom-up stock selection with an evaluation of general market conditions. Eric Steiman is the founder and the Managing Member of Clearbrook.

Clearbrook believes in balancing the fundamentals of bottom-up investing against the backdrop of stock market cycles. Clearbrook applies methods of technical analysis in its security selection and market analysis. Generally, the firm seeks investment in companies whose securities it believes are undervalued by the market and can be acquired at a discount to its estimate of intrinsic value.

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 March 29, 2019, 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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