Eureka, CA (PRWEB) November 02, 2016
For the first time since 2014, Ebert Capital Management Inc. has achieved top national rankings for their proprietary investment strategies. Money Manager Review publishes unbiased performance rankings of the investment strategies of thousands of private investment firms all over the Country. Investors and Money Managers submit their performance record, for various specifically defined investment strategies, and Money Manager Review publishes the performance of the investment strategies that rank at or near the top in their respective categories.
Ebert Capital Management Inc. (ECM) for the period ending September 30, 2016, achieved the following rankings:
- Conservative Income Strategy ranks #1 for the trailing 12 month period in the U.S. Fixed-Income Core Bond Category, both Gross and Net of Fees
- Conservative Income Strategy, Gross of Fees, ranks #1 for the trailing 3 year period in the U.S. Fixed-Income Core Bond Category, amongst GIPS compliant and audited firms
- Fundamental Value Strategy ranks #3 for the trailing 12 month period in the Global Equity Multi-Cap Category amongst GIPS compliant and audited firms
- Global Stock Score Strategy, Gross and Net of Fees, rank #1 and #2 respectively for the trailing 12 month period in the Global Equity Multi-Cap Category amongst GIPS compliant and audited firms
- Global ETF Score Strategy, Gross and Net of Fees rank #2 and #3, respectively, amongst GIPS compliant and audited firms in the International Equity Large Cap Category
"I'm really proud we've achieved these rankings. We were able to outperform some of the best investment firms in the Country and this is a testament to our die-hard value approach and commitment to patience. The global bear market of 2014 and 2015 was difficult due to the unprecedented oil market crash, but I'm happy for our clients that we've come back from that difficult period and I'm excited for the future," stated ECM CEO and portfolio manager Benjamin Ebert. Mr. Ebert also noted that many of the stocks that underperformed during the global bear market have been some of the best performing during 2016.
ECM is a value focused firm that offers several equity strategies that employ traditional value investing methodologies for their equity portfolios. "The Value Stock Score® software program I developed with my business partners at Ravenlight Technologies LLC is the heart of our process," said Mr. Ebert. "The program simply scores stocks on traditional value metrics and then we use a basic discounted cash flow valuation method to continue evaluating price vs value. Using this strict process and stepping on the shoulders of value investing giants like Benjamin Graham and Warren Buffett can lead to long-term investing success."
ECM credits low cost, diversified bond ETFs and a small amount of equities and bond alternatives for the returns of its Conservative Income strategy. "With our bond strategies we aim to create a balance between short, medium and long duration bond maturities. We also add considerable returns with timely choices for the small amount of the composite that is non-bond - such as choosing undervalued market sectors like gold and energy recently," explained Mr. Ebert.
For more information about ECM, readers can find GIPS compliant performance reports at the end of each Quarterly Investment Report published at http://www.ebertcapital.com/media-center/. Investors can also find copies of current and past Money Manager Review ranking reports and other important facts about ECM's proprietary investment strategies.
About Ebert Capital Management Inc.:
ECM is a Fee-Only investment management firm who specializes in managing investment accounts using proprietary research and stock scoring programs. We provide investment management and financial planning for individual investors, retirement plans, other financial advisers and institutions. We focus on providing strong performance, intelligent portfolio construction and comprehensive investment solutions for our clients. Money Manager Review provides unbiased, in-depth analysis and performance rankings on thousands of top money managers.
Benjamin Ebert, CEO
530 F Street
ECM is a paid subscriber to Money Manager Review (MMR). Published ranking of investment performance by MMR is exclusive to paid subscribers only.