AIG (American International Group, Inc.)

Financials (Insurance)

Investment Models With Most Exposure In This Sector

Manager

Model

Sector Exposure

Since Inception

Sub. Fee

Mitch Jones

Price Momentum (M:JPMX)

48.63%

19.66%

1.50%

Market TimingInception Oct 03, 2010

Quantitative model focused on short-term momentum of small cap stocks.

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OpportunisticInception Jan 29, 2009

Long/short portfolio aiming to take advantage of market opportunities. May use leverage. 

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Sector FocusInception Sep 03, 2009

Focusing on the financial service and real estate sectors, this portfolio uses a bottom-up approach, conducting detailed …

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ValueInception Aug 25, 2010

Using computer algorithms, the model seeks to capture equity mispricing opportunities due to market inefficiency, by continuously …

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Special SituationsInception Nov 02, 2010

Invests in stocks with high Net Payout Yields, which is the combination of dividends and stock repurchases.

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Important Information

  1. Past performance is no guarantee of future results.
  2. Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. Manager returns include trades that fail Covestor’s trading rules, do not reflect any Covestor suitability or risk score restrictions and are exclusive of Covestor fees. More
  3. Month to Date returns and Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
  4. The subscription fee range between 0.5%-2.30% p.a. per subscription to a model. They are subject to a $12.50 minimum per subscription per month, whether or not any trade activity occurs. No subscripition fees are charged on cash that is not subscribed to models
  5. Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations and do not include cash or transaction costs.
  6. All Model Manager information including personal data, profiles, strategies, monthly investment reports, and historical results outside of Covestor has been provided by the Model Manager. Covestor makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Covestor. Transaction history is available upon reques.