Fundamental Growth
Managed by Sparrow Capital Management
9.9%
Last 30 days
17.0%
Last 90 days
22.6%
Last 365 days
0.65
Sharpe Ratio
-30.9%
Max Drawdown
Fundamental Growth
Managed by Sparrow Capital Management
9.9%
Last 30 days
17.0%
Last 90 days
22.6%
Last 365 days
0.65
Sharpe Ratio
-30.90
Max Drawdown
Risk score
Strategy Stocks
AUM fee 1.00%
Requirements
• Investment minimum: $20,000
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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.
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.
Allocation discipline
Our research helps us to diversify the portfolio’s holdings across multiple sectors. We often will have different weightings for each sector, as compared to the S&P 500 Index.
Sell discipline
We sell positions when the original reason for the purchase no longer exists or we find a better idea.
Exceptions
None.
