I have been investing in small and mid-cap biotechs for 4 years. My industry experience as a biostatistician on several phase 1-3 trials helps me with my investment decisions. I usually look for opportunities in oncology, ophthalmology, and neuroscience space.
Individual investor with particular interest in any company that is on the cusp of change--for the better. These companies will have at least several attributes in common: They are underfollowed; underappreciated; have a clear, stated strategy for driving profits; management and BOD are perfectly aligned with common shareholders; management team and BOD with a track record of rewarding shareholders; and have near-term catalysts that will have meaningful impact on the business. Simple, right?
Portfolio manager, CFA charterholder. Managed $50 million for a market neutral hedge fund and $100 million for Wells Fargo Wealth Management. 17 years of experience, spanning three bull markets and two bear markets.
A career educator with 30 years experience and author of two books, I try to apply my research skills from historical analysis to identifying investments with a good chance for appreciation.
History is my passion and investing is a hobby. I claim no expertise in the financial markets.