V (Visa Inc)

Finance-Credit Card, Diversified Finan Serv, Financial


Portfolios on Covestor holding V

Studies quarterly and annual reports, looking for companies that have demonstrated the ability to grow sales, earnings, cash flows and book values consistently over multiple economic cycles. Long only and buys across all capitalizations.

Strategy
Stock selection
Sharpe ratio
0.39 365 days
Performance
6.3% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 min

Long-term equities portfolio aiming to invest in long-term value hidden by short-term adversity.

Strategy
Stock selection
Sharpe ratio
-0.54 365 days
Performance
-8.8% 365 days
Risk score
Fees
  • 1% fee
  • $50,000 min

Mott Capital Management is a Thematic Growth investor using themes and trends in society to find exciting growth stories. Once we find a theme we want to capitalize on we begin searching for products that interact with the end user. From there we begin the company search process. Our investment strategy is  long-term because that is our edge. We understand and recognize when events are critical and when they are not. We also believe investing long term is a way to neutralize market volatility.

Strategy
Stock selection
Sharpe ratio
-0.32 365 days
Performance
-5.5% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 min


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Portfolios on Covestor in the same sector

GARP stands for Growth at a Reasonable Price. My growth-oriented investment style focuses on fundamental analysis including cash ratios, liquidity ratios and margins. I will also invest in anticipation of potential mergers, spin-offs and perceived arbitrage opportunities.

Strategy
Aggressive
Sharpe ratio
-0.42 365 days
Performance
-9.1% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 min

The Gator Small Cap Portfolio invests in 30 companies with market capitalizations of less than $3 billion (small cap).

Strategy
Stock selection
Sharpe ratio
-0.78 365 days
Performance
-16.4% 365 days
Risk score
Fees
  • 1.5% fee
  • $30,000 min

Vista Investment Management employs a Core Equity strategy. The primary objective is growth of capital with a moderate level of risk. The model portfolio is highly diversified and has exposure to virtually all major equity sectors.

Strategy
Stock selection
Sharpe ratio
0.32 365 days
Performance
6.0% 365 days
Risk score
Fees
  • 0.5% fee
  • $20,000 min

The Leveraged Value portfolio is a fundamental, value portfolio with a bias toward small-cap equities. These smaller, less followed companies are more likely to become mispriced, creating a buying opportunity for the strategy.

Strategy
Aggressive
Sharpe ratio
0.00 365 days
Performance
0.3% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 min

We seek to invest in quality stocks of growing companies that can be purchased at attractive valuations. Our focus is on a bottom-up stock selection process with a portfolio holding of 25 to 30 stocks, low portfolio turnover, and long-term capital growth.

Strategy
Stock selection
Sharpe ratio
0.09 365 days
Performance
1.8% 365 days
Risk score
Fees
  • 1.5% fee
  • $50,000 min




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Important Information

1. Past performance is no guarantee of future results.

2. Periodic and since and the corresponding spark chart is calculated to the most recent month end date.

3. Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations.

4. All graph data is as of the end of day for the referenced period, unless otherwise specified.