Sparrow Capital Management

Fundamental Growth

Managed by Sparrow Capital Management
Fundamental analysisGrowth over economic cycles

This portfolio is made up of companies that have consistently demonstrated the ability to increase sales and earnings, and improve their cash flow and book values over multiple economic cycles. I carefully study company filings including quarterly and annual reports to find stocks that match my criteria for growth potential.

Portfolio risk score
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Strategy Stocks
Management fee 1.00%
Min investment $500

Performance Chart

Performance Table

Performance

Last 30 days 5.1%
Last 90 days 0.7%
Last 365 days -31.1%
Last 5 years 44.2%
Last 10 years 156.8%
Since inception (Apr 16, 2010) 201.2%
Since inception (annualized) 9.1%
2022 (YTD) -27.6%
2021 8.8%
2020 56.3%
2019 22.5%
2018 -5.1%
2017 20.5%
2016 6.7%
2015 1.6%
2014 10.7%
2013 23.4%
2012 9.0%
2011 5.8%

Risk metrics (last 365 days)

Volatility 30.2%
Sharpe ratio -1.08
Sortino ratio -1.76
Maximum drawdown -38.1%
Value-at-risk (95%, 1 week) -7.0%
Investment (below min)
Annual costs

Portfolio information

Research

We use screens to identify industries and companies that show above average earning power. Then, we rate stocks using a matrix of various fundamental and quantitative factors. Some of these factors include above-average sales and earnings per-share growth rates. Finally, we review the company's original source material including quarterly reports and participate in quarterly conference calls and webcasts.

Approach

The screening process helps identify companies that meet specific criteria for growth and other metrics.

Sell discipline

We sell positions when the original reason for the purchase no longer exists or we find a better idea.

Exceptions

None.

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.

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 April 16, 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.

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