STON (STONEMOR PARTNERS LP)

Funeral Serv&Rel Items, Commercial Services, Consumer, Non-cyclical



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Portfolios in the same sector - sorted by percentage allocation

GARP stands for Growth at a Reasonable Price. My growth-oriented investment style focuses on fundamental analysis including cash ratios, liquidity ratios and margins. I will also invest in anticipation of potential mergers, spin-offs and perceived arbitrage opportunities.

Strategy
Stocks
Sharpe ratio
0.71 365 days
Performance
10.7% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 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
1.09 365 days
Performance
20.9% 365 days
Risk score
Fees
  • 1% fee
  • $30,000 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
0.90 365 days
Performance
14.1% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 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
2.13 365 days
Performance
39.4% 365 days
Risk score
Fees
  • 1% fee
  • $50,000 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
0.90 365 days
Performance
14.3% 365 days
Risk score
Fees
  • 0.5% fee
  • $10,000 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.