EVEPQ (EV ENERGY PARTNERS LP)

Oil Comp-Explor&Prodtn, Oil&Gas, Energy



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Portfolios in the same sector - sorted by percentage allocation

The Russell 1000 Energy Managed Portfolio invests in stocks of companies involved in the exploration and production of energy products such as oil, natural gas, and coal.

Strategy
Index Tracker

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
  • 0.2% fee
  • $5,000 min

The WMA Top Picks portfolio is an investment solution for those wishing to avoid very crowded, passive index tracking strategies. Our selection of companies emanates from a fundamental ranking methodology of over 4,000 firms which are categorized according to three thematics – Growth, Value, and Yield. A weekly relative price trend indicator for each stock is overlaid upon the fundamental framework to ensure our holdings remain oriented in the right direction. The strategy objective is to outperform the Russell 3000, in both bull and bear markets, and produce long-term capital appreciation.

Strategy
Stocks
Sharpe ratio
-0.17 365 days
Performance
0.8% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 min

Buying a dollar for half of its value.

Strategy
Stocks
Sharpe ratio
1.10 365 days
Performance
16.5% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 min

The US Equity All Cap Undervalued portfolio invests in stocks that are selling for less than their intrinsic value as determined by a conservatively applied discounted cash flow analysis.

Strategy
Stocks
Sharpe ratio
1.52 365 days
Performance
26.5% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 min

The Russell Top 200 Managed Portfolio seeks to invest in the top 200 large-capitalization U.S. equities.

Strategy
Index Tracker

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
  • 0.2% 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.