Alex Gurvich Managing Partner & Portfolio Manager The Rockledge Group Mr. Alex Gurvich is founding member and a Managing Partner at The Rockledge Group, where he is a Portfolio Manager. Rockledge is an independent investment advisory firm specializing in alternative strategies and sector investing using proprietary “Sector Scoring and Allocation Methodology”. SectorSAM is a robust quantitative sector selection and rotation analysis. Rockledge manages funds for the US and European private and institutional investors. Mr. Gurvich is a recognized expert in the Exchange Traded Funds space and he is a frequent speaker and panelists in the conferences worldwide. He is also a regular contributor to TheStreet.com ETF Profits website. Mr. Gurvich is an Adjunct Professor of Finance at Pace University Lubin School of Business. He is a mentor in New York Society of Security Analysts program for the university teams competing in the CFA Institute Research Challenge. Mr. Gurvich serves on the Board of Directors of the New York City Montessori Charter School. Prior to Rockledge, Mr. Gurvich was a venture capitalist with General Electric’s GE Capital. Prior to GE, Mr. Gurvich started his business career as a management consultant, with Bain & Company. Prior to business school he was an engineer/physicist, with a French high tech scientific instrumentation start up. Prior to this he worked in the medical physics laboratory at the Harvard University. Mr. Gurvich holds a BA in Physics from the University of Chicago, an MBA from INSEAD, an MS in Financial Engineering from New York University Polytechnic Institute and he is a candidate in the PhD in Financial Engineering program at the Stevens Institute of Technology. He is also a graduate of the Venture Capital Institute.
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Thank you for the connection. Let me know what I can do for you.
Feel free to visit my web site at www.gamgllc.com or email me if you are having any portfolio problems with large, mid, small or all cap US stock portfolios. I can probably improve them.
My sole purpose here is to make the client money. I do one thing: Run U.S. listed equity investment portfolios as an independent U.S. listed equity private funds manager or sub-advisor who previously ran $225 million in 200 accounts while on the BD side.
Winners take educated chances.
GAMG Invests in High Grade U.S. Listed Equities by Measuring Their Fundamentals It is a Liquid, Medium to Long Term Equal Weighted U.S. Equity Investment Strategy If you are serious about making money give me a call.
GAMG is qualified to assist Institutions, HNW investors and other managers on this specific topic. The manager can create long and mid term U.S. listed equity portfolios with Large, Mid, Small and All Cap stocks, but you are free to choose which is best for you.
GAMG Measures Fundamentals of U.S. Listed Stocks Traded on U.S. Exchanges
GAMG starts with a number of different measurements when searching for stocks for a portfolio. Very few stocks have all of the same measurements "at the same time". These are companies which rank in the top 15% on all levels. GAMG buys U.S. stocks in equal $ amounts with high fundamental scores and holds them for 3 to 5 years, and replaces the stocks that lag.
This is a U.S. Listed Equity Long Only Separately Managed Institutional Account (SMIA). that uses concepts from some of the greatest minds on wall street like: Buffett - EPS consistency and ROE; Templeton - diversify globally in high earning companies; Munger - the market always returns to the mean; and $30 billion equity manager Bill Hay - equal weighting and rebalancing stocks works better.
Global Equity Strategy update:
Now would be a good time to allocate capital to our Global Equity Strategy. For example, with a $20 million dollar SMA account held at your custodian, we would most likely divide it into 40 equal segments to diversify and then fill each slot with the appropriate stock selection.
Email Questions to: firstname.lastname@example.org
View http://gamgllc.com or email gamg@gamgllc,com
For Institutional and Accredited Investors
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It's pretty simple. Start small with a minimum of around $10 m if possible. Then divide it by 40 which equals $250,000 per stock. Then screen for the best 40 stocks in any index by the highest fundamentals then technically above the 200 day moving average, as if you were going to hold them for three years. Then use the 200 day as a sell point, while replacing your laggards along the way with periodic rebalancing.
When we designed this U.S. listed equity product we not only had the client in mind but also those who use and refer this product. Their reputation and peace of mind is as much at stake as ours in addition to the clients peace of mind. We want a product where we know that we own the very best equities, a product that, if we walked away from it for several years, would still be there, and with a higher value.
I have one of the best referral fee sharing arrangements in the business if applicable. Email me with any questions to email@example.com
U.S. Stock and ADR Portfolio External Sub-Adviser
Private U.S. Listed Equity Portfolio Manager, CEO
Greenwich Asset Management Group, LLC
Greenwich, CT 06831 USA
Tel +US 001-203-733-0311
Accredited Investors Only