Company Name
Veda Financial

Veda Financial

Veda Financial is a Registered Investment Advisory firm that manages money for individuals, corporations, institutions, trusts and foundations. Toni DasGupta is the principal portfolio manager with more than 15 years of investment experience. She has a PhD in Physics and an MBA from UCLA, and holds 3 patents in oil and gas technology. The Guru Value Growth portfolio is optimized for strong and consistent returns in all market conditions.

Investment portfolio

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
1.53 365 days
Performance
16.3% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 min


Important Information

1. Performance of the Portfolio Manager's account is calculated by IB Asset Management on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail IB Asset Management's trading rules, as a result, actual client returns will differ. IB Asset Management advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by IB Asset Management, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.