Sparrow Capital Management

Unconstrained

Sparrow Capital Management
Across sectorsMarket capitalization ranges

Sparrow Unconstrained Strategy invests across market sectors, industries and market capitalization ranges. The Sparrow Unconstrained Strategy objective is to provide the most efficient risk/reward outcome over time.

Portfolio risk score
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Strategy

Stocks

Management fee

0.75%

Min investment

$500

Performance Chart

Metrics

Last 30 days 5.0%
Last 90 days 15.3%
Last 365 days 34.5%
Last 5 years 97.1%
Since inception (Aug 26, 2015) 284.8%
Since inception (annualized) 17.2%
2024 (YTD) 10.3%
2023 23.7%
2022 -28.6%
2021 -2.1%
2020 101.0%
2019 28.3%
2018 10.8%
2017 24.9%
2016 5.8%
Volatility
The standard deviation of portfolio returns; a measure of risk.
12.7%
Sharpe ratio
A measure of risk-adjusted portfolio return.
2.29
Sortino ratio
A measure of portfolio return adjusted for down-side volatility.
3.60
Maximum drawdown
Maximum value lost from peak to trough over the last year.
-9.0%
Value-at-risk (95%, 1 week)
Estimates the potential loss of a portfolio with a specified confidence level and time horizon.
-2.9%
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.

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.

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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 August 26, 2015, 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.