SWIR (SIERRA WIRELESS INC)

Wireless Equipment, Telecommunications, Communications



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Portfolios in the same sector - sorted by percentage allocation

The Russell 1000 Utilities Managed Portfolio includes stocks of companies that distribute electricity, water, or gas, or that operate as independent power producers.

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

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
0.56 365 days
Performance
8.9% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 min

The Undervalued Opportunities investment strategy is suited for investors who are seeking concentrated exposure to securities. The strategy will seek both investment in securities and short selling. Through active management the strategy strives to beat the annualized returns of the S&P 500 over a long period of time.

Strategy
Stocks
Sharpe ratio
1.27 365 days
Performance
37.3% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 min

We are first and foremost value investors. That is, we seek to take advantage of the irrationality of the stock market by purchasing when prices are low and selling when prices are high.  In order to make this strategy work, we must determine what a fair price should be, also known as the "intrinsic value." Toward this end, we adhere to the teachings of Benjamin Graham, best known as Warren Buffett's college instructor, mentor, business partner and friend. Graham, and his business partner David Dodd, authored two master works, "Security Analysis" published in 1937 and "The Intelligent Investor" published in 1949. These widely accepted and authoritative writings are the bedrock upon which our investment strategy is built.

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
  • 1.25% fee
  • $25,000 min

Invests in stocks with high Net Payout Yields, which is the combination of dividends and stock repurchases.

Strategy
Stocks
Sharpe ratio
0.63 365 days
Performance
10.4% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 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.