Professional investor managing a value-based special situations fund. Formerly managed a proprietary trading portfolio of equities and credit for a global investment bank. Prior to that, worked at a $10 billion multi-strategy hedge fund. Career training in merchant banking, private equity and M&A.
Andrew Walker, CFA, is a portfolio manager at Rangeley Capital LLC with a focus on small cap special situations investments. Mr. Walker also contributes to Sifting the World, a value investing forum.
The goal as everyone knows, is to buy good stocks at a discount and sell-short overvalued stocks when they are at a premium. I have a background in business and deal with internal models, analysis, sales pitches and ad information daily. In my downtime, I am enthusiastic about the markets highs, lows and volatility. I believe in real lags between market and business reactions, with the former often in advance of the latter, and vice versa. I look to call manic enthusiasm with a distinct opportunity to go short. A change in sentiment is all it takes. I research fundamentals while scavenging for value.
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