CBT (Cabot Corporation)

Basic Materials (Chemicals)

Investment Models With Most Exposure In This Sector

Manager

Model

Sector Exposure

Since Inception

Sub. Fee

GrowthInception Mar 08, 2010

Deep GAAP and international financial statement analysis and takes a bottom up approach. Also will look at price movements for …

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ValueInception Mar 04, 2010

Aims to provide stable value while generating a high yield (target of 8%).

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Market TimingInception Sep 06, 2007

Using multiple technical indicators, Arold surveys movements in the market at the sector and stock level. He takes a …

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ValueInception Feb 01, 2011

The model seeks to invest in companies that demonstrate a significant gap between market price and intrinsic value.

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Sector FocusInception Aug 30, 2010

The Investment Strategy’s objective is to seek positive net annual returns over the long term through a focus on companies …

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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. Personal Track Record returns are calculated by Covestor on a daily time-weighted basis of equity positions including cash plus reinvested dividends and earnings in the account provided by the member. It is exclusive of any commissions and fees in the portfolio.
  4. 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.
  5. 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
  6. Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations and do not include cash or transaction costs.
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