Alex Filonov

Growth, value, special situations, portfolio strategy
Alex Filonov
Growth, value, special situations, portfolio strategy
Contributor since: 2008
Reduced DSM Position Today
Semi-Annual Portfolio Review
I Am Ashamed To Be Russian
Annual Portfolio Review
Great Year! What Next?
What A Year! 23.9%!
Buying A Bank. British Bank
Buying FIAT
Great October!
Why I Sold Qualcomm
Changing Trends, Continued
Playing Oil
Changing Fix Income Mix