STON (StoneMor Partners LP)

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


Portfolios holding STON - sorted by percentage allocation

The Sizemore Capital Dividend Growth Portfolio invests in dividend-paying stocks, REITS, MLPS, and other income-producing securities with the primary objective of generating a high and growing income stream that will outpace inflation over time, and a secondary objective of long-term capital gains.

Strategy
Stocks
Sharpe ratio
1.20 365 days
Performance
13.1% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 min


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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
0.81 365 days
Performance
10.3% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 min

The development of the U.S. shale industry is still infantile, however the potential output from these shale deposits can potentially ease the U.S. reliance on foreign energy and provide a significant amount of jobs to Americans in an economic downturn.

Strategy
Stocks
Sharpe ratio
-0.65 365 days
Performance
-8.5% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 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
2.84 365 days
Performance
39.4% 365 days
Risk score
Fees
  • 1% fee
  • $30,000 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

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
  • 1% fee
  • $20,000 min

The Sparrow Capital Fund is a long/short equity portfolio that 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
2.42 365 days
Performance
26.4% 365 days
Risk score
Fees
  • 1.5%
  • 12% perf fee
  • $50,000 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.