NOVT (NOVANTA INC)

Electric Products-Misc, Electrical Compo&Equip, Industrial



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Portfolios in the same sector - sorted by percentage allocation

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
-0.12 365 days
Performance
1.1% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 min

The Russell 1000 Producer Durables Managed Portfolio includes stocks of companies that manufacture products and provide services that consumers purchase on a discretionary basis.

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

Crabtree Technology is a science and technology, long-only investment strategy. It seeks to outperform the NYSE Arca 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
1.28 365 days
Performance
24.2% 365 days
Risk score
Fees
  • 1% fee
  • $30,000 min

The Small Cap Growth portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap growth 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
1.21 365 days
Performance
18.1% 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
0.82 365 days
Performance
11.1% 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.