Sparrow Capital Management

Freedland Healthcare

Sparrow Capital Management
HealthcareMedical technology

The Freedland Healthcare portfolio invests in healthcare-related stocks. It attempts to identify companies with reasonable valuations and good prospects for growth including ones that offer possible dividends to stockholders. These companies will range from drug, device, retail sales, electronic medical record, prescription services, and HMO/hospital companies. While emphasizing mid cap stocks, large cap and smaller capitalization companies may be included as well as emerging medical treatments/technologies. Companies selected for this portfolio are closely monitored.

Portfolio risk score
Learn more

Strategy

Stocks

Management fee

0.75%

Min investment

$500

Performance Chart

Metrics

Last 30 days -3.1%
Last 90 days -0.2%
Last 365 days 0.3%
Last 5 years 45.5%
Last 10 years 259.0%
Since inception (Oct 08, 2010) 343.0%
Since inception (annualized) 12.8%
2023 (YTD) -3.1%
2022 -11.7%
2021 6.2%
2020 49.8%
2019 14.5%
2018 1.6%
2017 36.5%
2016 1.9%
2015 -4.4%
2014 22.8%
2013 49.1%
2012 18.2%
2011 -7.9%
Volatility
The standard deviation of portfolio returns; a measure of risk.
19.3%
Sharpe ratio
A measure of risk-adjusted portfolio return.
-0.31
Sortino ratio
A measure of portfolio return adjusted for down-side volatility.
-0.47
Maximum drawdown
Maximum value lost from peak to trough over the last year.
-16.7%
Value-at-risk (95%, 1 week)
Estimates the potential loss of a portfolio with a specified confidence level and time horizon.
-4.5%
Investment (below min)
Annual costs

Portfolio information

Research

Using publicly available sources including Yahoo Finance, Morningstar.com, and Google Finance, this portfolio will try to identify companies with longer-term records of growing revenue, earnings, and free cash flow. Consideration will be given to companies demonstrating improving fundamentals as well as reasonable valuation in terms of commonly available ratios including price/earnings, PEG, and price/sales ratios. Dividend payments will also be considered in a favorable light for investment decisions.

Allocation discipline

These holdings represent equal weight upon initial purchase. An attempt will be made to provide a diverse group of holdings across the healthcare field. Portions of appreciated stock holdings may be sold.

Portfolio updates

Manager

Sparrow Capital Management

Sparrow Capital Management

Sparrow Capital Management is a registered investment advisor based in Missouri.

Gerry Sparrow, an investment professional with more than 20 years of investment management experience, is our President and Founder. He selects stock investments using a proprietary matrix of fundamental, quantitative and technical factors.

Get invested

STEP
1
Fill out the application
It's easy and only takes a few minutes.
STEP
2
Explore our portfolios
Or choose one based on your preferences
STEP
3
Make your 1st investment
Our technology ensures it is suited for you
Sign up today!

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 October 08, 2010, 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.

All performance information on this page is based on the performance of the Portfolio Manager’s account, using the manager’s own funds. Performance of the Portfolio Manager's account is calculated by Interactive Advisors on a daily time-weighted basis, including cash, dividends and earnings distributions and reflects the deduction of broker commissions (when commissions were charged). Manager returns include trades and positions that fail Interactive Advisors' trading rules, as a result, actual client returns will differ. Interactive Advisors’ advisory fees are simulated and applied retroactively to present the portfolio return “net-of-fees”.

In addition to Interactive Advisors’ management fees, clients will also be charged management fees and other expenses (custodian fees, brokerage commissions, and legal and accounting fees) by ETF issuers if the portfolio contains ETFs.