EW (EDWARDS LIFESCIENCES CORP)

Medical Instruments, Healthcare-Products, Consumer, Non-cyclical


Portfolios holding EW - sorted by percentage allocation

The Freedland Healthcare portfolio invests in healthcare-related stocks. It attempts to identify companies with reasonable valuations and good prospects for growth including ones that offer possible dividends to stockholders. These companies will range from drug, device, retail sales, electronic medical record, prescription services, and HMO/hospital companies. While emphasizing mid cap stocks, large cap and smaller capitalization companies may be included as well as emerging medical treatments/technologies.Companies selected for this portfolio are closely monitored. Stocks are typically acquired slowly. Freedland attempts to limit losses by selling losing positions quickly. In the same way, he will attempt to preserve capital by moving towards a cash position during weak market environments and towards equities during periods of market strength. The market environment will be assessed by observing the price behavior of the individual holdings within the portfolio itself.

Strategy
Stocks
Sharpe ratio
1.78 365 days
Performance
28.8% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 min

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
Stocks
Sharpe ratio
1.01 365 days
Performance
14.8% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 min

The Russell 1000 Healthcare Managed Portfolio includes stocks of companies involved in providing medical or health care products, services, technology, or equipment.

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

Sparrow Unconstrained Long/Short Strategy invests across market sectors, industries, and market capitalization ranges. The Sparrow Capital Fund’s objective is to provide the most efficient risk/reward outcome over time. The strategy is intended to achieve market neutrality.

Strategy
Stocks
Sharpe ratio
2.00 365 days
Performance
36.1% 365 days
Risk score
Fees
  • 1% fee
  • $50,000 min

The Broad Market portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.

Strategy
IB Smart Beta
Sharpe ratio
1.23 365 days
Performance
16.1% 365 days
Risk score
Fees
  • 0.08% fee
  • $5,000 min


Follow these portfolios. With IB Asset Management you can see every trade these investors make with their own money & automatically follow them in your own account.

Invest with us or learn why you should choose us

Portfolios in the same sector - sorted by percentage allocation

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
Stocks
Sharpe ratio
0.91 365 days
Performance
13.1% 365 days
Risk score
Fees
  • 0.5% fee
  • $20,000 min

Seeks to capture large cap stock mispricing opportunities due to market inefficiency, by continuously computing relative valuation of large cap stocks according to growth factors such as earnings growth rate, sales growth rate, p/e/g ratios, asset turnover rate, operating margin, debt/equity ratio, free cash flow, relative price strength, etc.

Strategy
Stocks
Sharpe ratio
1.38 365 days
Performance
21.5% 365 days
Risk score
Fees
  • 1.5% fee
  • $120,000 min

Crabtree Technology is a science and technology, long-only investment strategy. It seeks to outperform the Merrill Lynch Technology 100 Index. The strategy seeks companies that consistently meet three criteria that Barry calls the Crabtree Attributes: Potential investments must a) consistently generate cash, b) hold on to or increase their market share, and c) do so while executing on their operational and financial plans.

Strategy
Stocks
Sharpe ratio
1.29 365 days
Performance
24.7% 365 days
Risk score
Fees
  • 1% fee
  • $30,000 min

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

Strategy
IB Smart Beta
Sharpe ratio
1.10 365 days
Performance
16.8% 365 days
Risk score
Fees
  • 0.08% fee
  • $5,000 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.