NOVT (Novanta Inc)

Electric Products-Misc, Electrical Compo&Equip, Industrial


Portfolios holding NOVT - sorted by percentage allocation

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
2.25 365 days
Performance
32.0% 365 days
Risk score
Fees
  • 1% fee
  • $30,000 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

The High-Quality Small Cap strategy is a fundamental core approach that invests in small cap companies in strong financial condition and whose equities are priced below our view of fair value. Our research process integrates fundamental research with quantitative screening to exploit market anomalies, providing us a competitive advantage in identifying investment opportunities. Our bottom-up proprietary research work focuses on identifying high-potential investment candidates experiencing positive fundamental change.

Strategy
Stocks
Sharpe ratio
0.52 365 days
Performance
8.0% 365 days
Risk score
Fees
  • 1% fee
  • $30,000 min

The Small Cap Quality portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap quality 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

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 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
IB Smart Beta
Sharpe ratio
2.26 365 days
Performance
18.9% 365 days
Risk score
Fees
  • 0.08% fee
  • $5,000 min

The Dividend portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid 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
IB Smart Beta
Sharpe ratio
2.03 365 days
Performance
15.9% 365 days
Risk score
Fees
  • 0.08% fee
  • $5,000 min

The Quality portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap quality 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
2.38 365 days
Performance
17.9% 365 days
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.