Fundamental Growth
Managed by Sparrow Capital ManagementThis 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.
All performance information is of the Portfolio Manager account, net of the current management fee.
Client account performance could differ. A client invested when a higher management fee applied experienced lower returns than displayed here.
This information was calculated up to Aug 17, 2022.
Performance, composition and volatility could vary significantly from that of the benchmark(s), which are provided for illustrative purposes only.
Performance
| Last 30 days | 12.5% |
| Last 90 days | 11.3% |
| Last 365 days | -25.9% |
| Since inception (annualized) | 10.4% |
| 2022 (YTD) | -21.2% |
| 2021 | 8.8% |
| 2020 | 56.3% |
| 2019 | 22.5% |
| 2018 | -5.0% |
| 2017 | 21.1% |
| 2016 | 7.3% |
| 2015 | 2.1% |
| 2014 | 11.2% |
| 2013 | 24.0% |
| 2012 | 9.6% |
| 2011 | 6.3% |
Risk metrics (last 365 days)
| Volatility | 28.7% |
| Sharpe ratio | -0.99 |
| Sortino ratio | -1.48 |
| Maximum drawdown | -40.4% |
| Value-at-risk (95%, 1 week) | -6.7% |
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Portfolio information
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.
The screening process helps identify companies that meet specific criteria for growth and other metrics.
We sell positions when the original reason for the purchase no longer exists or we find a better idea.
None.
About 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 14, 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.