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Actionable news in INTU: Intuit Inc.,

Concentrated GARP

Performance detail

30D90D365DSI

as of March 29, 2017 Manager (net of fees ) S&P 500
Month-to-date 1.1% -0.1%
Quarter-to-date 3.2% 5.5%
Last 365 Days 8.7% 14.9%
Since inception (Annualized) 0.1% 10.7%
2017 (YTD) 3.2% 5.5%
2016 4.7% 9.5%
2015 -18.1% -0.7%
2014 -12.0% 11.4%
2013 39.4% 29.6%
2012 40.2% 13.4%
2011 -34.1% -0.0%
as of March 29, 2017 Manager (net of fees ) S&P 500
Volatility 16.0% 10.1%
Sharpe Ratio 0.50 1.40
Sortino Ratio 0.82 1.83
Maximum Drawdown -11.6% -5.6%
Value-at-risk (95%, 1 week) -3.7% -2.3%
vs. S&P 500
Information Ratio -0.51
Alpha -5.3%
Beta 1.04
R-Squared 0.43

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Executed Symbol Security Type Price
December 21, 2016 LILA Liberty Global Plc LiLAC Buy $21.87
December 20, 2016 GPRO GoPro Inc Sell $8.92
July 29, 2016 GPRO GoPro Inc Buy $12.74
December 15, 2015 H Hyatt Hotels Corp Buy $47.07
December 15, 2015 VIV Telefonica Brasil SA Buy $9.57
December 03, 2015 GPRO GoPro Inc Buy $19.82
November 19, 2015 DLB Dolby Laboratories Inc Sell $34.83
November 19, 2015 DGI DigitalGlobe Inc Sell $16.78

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Important Information

  1. 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.
  2. All performance information on this page is based on the performance of the Portfolio Manager’s account, using the manager’s own...

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