WEB (Web.com Group Inc)

Web Hosting/Design, Internet, Communications


Portfolios holding WEB - sorted by percentage allocation

The Small Cap Broad Market portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.

Strategy
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


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Portfolios in the same sector - sorted by percentage allocation

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
1.45 365 days
Performance
32.9% 365 days
Risk score
Fees
  • 1.5% 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
1.85 365 days
Performance
19.7% 365 days
Risk score
Fees
  • 1.5%
  • 12% perf fee
  • $50,000 min

Our long-term value portfolio invests in the firms that have the competitive advantage in their market segments with the potential to grow for the long term.  We hold most of our equities for the long term as long as they are reasonably valued and have ample margin of safety.  We focus on capital preservation and consistently look for growth opportunities.

Strategy
Stocks
Sharpe ratio
0.38 365 days
Performance
7.5% 365 days
Risk score
Fees
  • 0.5% fee
  • $20,000 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
1.98 365 days
Performance
16.0% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 min

Value and Growth are joined at the hip – Warren Buffett

The goal of the Guru Value Growth strategy is to achieve consistent returns, exceeding market performance in up markets and limiting losses in down markets. The strategy is to select stocks that have strong fundamentals with durable competitive advantages, and enter into positions when the markets provide an opportunity to acquire at favorable prices. Additionally, the equity should have strong growth prospects and outlook for increasing shareholder value at the current time or in the near term. The overall philosophy is to buy stocks and hold them over a period of time allowing the stocks to reflect their true value potential.

Strategy
Stocks
Sharpe ratio
1.78 365 days
Performance
18.4% 365 days
Risk score
Fees
  • 1.5% 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.