AU (AngloGold Ashanti Ltd)

Gold Mining, Mining, Basic Materials



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Portfolios in the same sector - sorted by percentage allocation

We take a value approach to investing and try not to overpay for anything.  Our discipline is buying good large cap companies at reasonable valuations and selling puts underneath as a means to initiate positions and create income.  Companies are scrutinized closely and we look at earnings, cash flow, debt, and market cap as well as many other metrics. Often we initiate positions in companies that we have followed for many years and have invested in many times in the past.

Strategy
Options
Sharpe ratio
0.82 365 days
Performance
8.2% 365 days
Risk score
Fees
  • 1.25% fee
  • $30,000 min

The Ivy 5 Downside Protected (Ivy 5) portfolio is a global asset allocation strategy.  The Ivy 5 implements a strategy used by the large Ivy League endowments as researched by Faber and Richardson (2009).  The five asset classes that the Ivy 5 portfolio invests in are US equities, foreign equities, fixed income, real estate, and commodities.  Over this set of assets we layer on quantitative risk management strategies that seek to reduce the volatility and drawdowns of the portfolio.  The latest quantitative research is employed to improve the risk-return characteristics of the portfolio.

Strategy
ETFs / Funds
Sharpe ratio
1.12 365 days
Performance
6.9% 365 days
Risk score
Fees
  • 0.75% fee
  • $15,000 min

Our Small Cap portfolio seeks to achieve capital appreciation by primarily investing in small companies with above average growth potential.  Small companies, according to the manager, are companies whose market capitalizations are generally less than $2 billion at the time of purchase.  The manager maintains a concentrated portfolio of small cap companies traded on US exchanges.

Strategy
Stocks
Sharpe ratio
1.70 365 days
Performance
23.6% 365 days
Risk score
Fees
  • 1.25% fee
  • $35,000 min

The Growth portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap growth stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost. Stocks are compared against their sector peers, and those with attractive growth ratios receive higher allocations.

Strategy
Smart Beta

This portfolio is new to IB Asset Management and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

Sharpe ratio
-
Performance
Risk score
Fees
  • 0.08% fee
  • $5,000 min

The Small Cap Dividend portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap high dividend stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.

Strategy
Smart Beta

This portfolio is new to IB Asset Management and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

Sharpe ratio
-
Performance
Risk score
Fees
  • 0.08% fee
  • $5,000 min



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 IB Asset Management 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.