Founded in 2008, we are the general partner of two private investment vehicles (closed to new investors) with a total of $83 million in assets under management. We are not an investment adviser; please do not contact us regarding investment advisory services. If you are an institutional investor who wishes to discuss a shared position, we welcome the opportunity.
Currently practicing civil litigation for a small law firm. Past experience in business and real estate valuation. Majored in political science at a liberal arts college; however participating in the Goldman Sachs analyst program after college sparked my passion for investing. Interested primarily in value investing and identifying risks. My goal is to improve the logic and clarity of my investment ideas through my writing and the comments I receive from others.
Founder of Disruptive Tech Research – a technology research and advisory firm serving the investment management community.
We provide registered investment professionals and qualified firms with independent, targeted research to support the generation of investment ideas.
We focus on patent-filing activity to identify the most promising disruptive technology trends early. Then, we employ an original, bottom-up fundamental research approach to uncover micro- and small-cap ideas that are underfollowed, underappreciated and undervalued.
Our mission is to provide clients with differentiated, actionable and thorough fundamental research at a cost effective price.
We’re 100% independent. That means absolutely no pay-to-play arrangements, no hidden agendas and no hype. Just solid research. And yes, we eat our own cooking.
I started my investment career at Morgan Stanley, where I helped direct over $1 billion in in institutional capital. After growing bored with the monotony of asset allocation studies, investment policy statements, manager searches and evaluations, and Retirement Plan Service Provider RFPs (among other things), I left and co-founded Wall Street Daily, which quickly became one of the web’s largest financial publishers with a daily circulation of more than 700,000 readers.
In 2014, I founded Disruptive Tech Research to pursue my investing passion, and fill the void in the market for high-quality, 100% independent research on disruptive technologies.
I have been fortunate to appear regularly on CNBC’s Closing Bell, as well as be mentioned in other media outlets, including in The Wall Street Journal, The New York Times, Morningstar and MarketWatch. I earned my MBA from the Crummer Graduate School of Business at Rollins College, which is also where I met my beautiful wife.
Pro Deo, Pro Familia, Pro Patria
Christopher (Chris) Versace is widely referred to as The Thematic Investor because of the unique way he examines the intersection of economics, demographics, psychographics, technology and regulatory mandates on the global stage. Mr. Versace uses those intersections to identify key themes and structural shifts, as well as those companies best positioned to benefit from them, which provides a differentiated clarity and understanding to investors and executives. His insights are the culmination of more than 20 years analyzing industries and companies in a variety of roles as an equity analyst, portfolio manager, investment banker and strategic consultant.
The Thematic Investor moniker originated as an institutional investment newsletter that Mr. Versace developed to showcase his research insights and investment acumen. His firm, Versace Management, created thematic based investing portfolios for Agile Capital Management and the VZN Group, as well as advised on mergers and capital raises for many other firms. Mr. Versace now is the editor of the newsletter The Growth & Dividend Report, which brings his industry insights and investment recommendations to the investment community. Versace is also the editor of the PowerTrader and PowerOptions Trader services that utilize his thematic framework to trade options, stocks and exchange traded funds (ETFs). In addition, each week, Versace shares his latest thoughts on the stock market, economy and latest financial news in his PowerTrend Bulletin e-letter with more than 115,000 investors.
The Growth & Divided Report, The Thematic Investor and Versace Management as well as his written columns all leverage his more than 13 years experience in the equity research departments of Salomon Brothers; Donaldson, Lufkin & Jenrette and Friedman Billings Ramsey (FBR). At these institutions, Mr. Versace analyzed the wireless, display and machinery/ capital goods as well as home building/building product industries to bring clarity, understanding and returns for both domestic and foreign mutual funds, hedge funds and other institutional investors.
His fresh insights on investing led to his August 2014 appointment an Assistant Professor at the New Jersey City University School of Business, as well as the faculty advisor to the school’s award winning Student Investment Management Group.
Mr. Versace is a featured columnist at The Street.com, as well as a contributor to FoxBusiness.com, Forbes.com and Newsmax. He is a frequent guest on radio and TV programs including Making Money with Charles Payne and Cavuto on the FOX Business Network, TheStreetTV, One American News Network, The Sam Sorbo Show, America’s Morning News each Friday and several others. He is a frequent speaker and panel facilitator at The Money Show, Freedom Fest, and the American Association of Individual Investors. He has also been quoted in the Wall Street Journal, NY Times, Investors Business Daily and other publications, and has also appeared on CNBC, CNBC Europe and CNNfn, and being given an honorable mention in Institutional Investor Magazine. He also previously authored the weekly Corner of Wall & Main for The Washington Times.
Mr. Versace also hosted PowerTalk, a weekly podcast that looked at key issues across a range of industries and in the economy with guests such as Steve Forbes, former Secretary of Defense Donald Rumsfeld, Stephen Moore, former Secretary of Commerce, Carlos Gutierrez and others. On the program, he also conducted long format interviews with executives from General Motors, Visa, Qualcomm, IBM, Cisco Systems and scores of others to inform and enlighten investors as well as corporate America.
Mr. Versace earned a B.S. in Economics, a B.A. in Mathematics and an MBA in Finance from Fordham. University. He currently holds the Series 65 designation.
Born and raised in the USA, graduated with a degree in Finance then worked at a multi-strategy global hedge fund for about 4 years analyzing stocks all over the world. In 2007 I left the USA and moved to China to study Chinese and start a business. Now, I am the CEO and Co-founder of eFin which provides wall street level research to main street investors via a proprietary algorithm. Our eFin scoe that takes into consideration hundreds of factors to provide the best period of time to make an investment in a stock.
Nevertheless, my experience working at the hedge fund and running my own business has improved vastly my investment making decisions. I believe Warren Buffett said it best “I am a better investor because I am a businessman and a better businessman because I am an investor”. I have had my share of busts and winners and have gotten wise enough to always look at both sides of every investment no matter how negative or optimistic the situation is.
Currently I am majoring in Economics in the Arts and Sciences School at Cornell University and I have recently incorporated my own research company 'Legion Investments & Advisory Company LLC'. Academically, I have pursued my financial interest both inside and outside the classroom. At Cornell I have engaged in a demanding curriculum in finance, economics and public policy to understand the broad forces that affect financial markets. Additionally, I have managed a significantly capitalized IRA retirement portfolio over the past five years. I am particularly interested in bottom-up fundamental equity analysis in the context of macro and industry trends. In pursuing this interest I have analyzed financial statements and conducted both individual firm and industry wide research using, among others, quarterly earnings calls, financial statements, and evaluating emerging macro and industry trends.
My professional experience includes a corporate advisory internship with Standard Chartered in Beijing. My responsibilities included valuation modeling and macro-economic trend analysis with the goal of developing strategies to unlock value in client companies. Additionally, I had the opportunity to intern with FH International Asset Management As a credit analyst. Here I learned to quickly assess a firm’s financial strength and growth potential. My responsibilities included identifying exposure risk to foreign financing, commodity price fluctuations, currency risk and political stability in order to create a complete picture of a firm’s financial credibility. Through my professional experience I have developed strong financial analytic skills and proficiency using financial software.