Bill Gross is a Portfolio Manager responsible for managing the Janus Global Unconstrained Bond Fund, and all related portfolios, and leading efforts to build out Janus' global macro fixed income capabilities. He also serves as an integral member of the Janus Capital Group Global Allocation Committee focused on the expansion of Janus' global asset allocation business. He is based in Newport Beach, California. Mr. Gross co-founded PIMCO in 1971 and served as managing director and Chief Investment Officer until joining Janus in 2014. Throughout his career, Mr. Gross has received numerous awards including Morningstar Fixed Income Manager of the Decade for 2000-2009 and Fixed Income Manager of the Year for 1998, 2000 and 2007. He became the first portfolio manager inducted into the Fixed Income Analysts Society’s Hall of Fame in 1996 and received the Bond Market Association’s Distinguished Service Award in 2000. In 2011, Institutional Investor magazine awarded him the Money Management Lifetime Achievement Award. He is a renowned expert within the bond market and is at the forefront of thought leadership on the subject of fixed income investing. He is also author of the books, Everything You’ve Heard About Investing is Wrong and Bill Gross on Investing. Education Mr. Gross holds an undergraduate degree from Duke University and an MBA from the Anderson School of Management at the University of California, Los Angeles. He has 44 years of financial industry experience.
Douglas Adams specializes in macro-economic research and turning theory into practical portfolio applications for clients over the past seventeen years. Mr. Adams recently formed Charybdis Investments International based in High Falls, New York where he is the managing director of a fee-only investment advisory practice with clients throughout the United States. As an author, Mr. Adams has commented widely on a diverse array of topics from Brexit to monetary policy to forex to labor productivity and wage growth. He holds an undergraduate degree from the University of California, a master’s degree from the University of Washington and an MBA in finance from Syracuse University.
Luiz Felipe Priolli worked as an Economist (2012-14) and as a Financial Analyst (2014-15). These international experiences in a investment bank and private bank granted him a macro perspective of the markets and econometric skills for decision making and analysis. He holds an Economics bachelor degree from Insper (Brazil) and is about to graduate from his Master's degree with specialization in Investment Management from Tilburg/TIAS (Netherlands). Currently, he is a CFA level 1 candidate. During his studies, Priolli wrote two theses which used quantitative models (econometrics and neural networks) to identify investment signals for investments. In his most recent MSc thesis, he modeled the Bull and Bear equity regimes. Among his findings, he identified trading strategies with higher Sharpe ratio and positive Jensen's Alpha over the benchmark, as well as a strong outperformance on Bear regimes.
I currently work in the banking industry and am a self-taught investor. I was introduced to this amazing world by a co-worker and was hooked. One of my favorite things in the world is learning and I am constantly in search of knowledge. My investing philosophy is definitely in the value investing camp. I search for companies that I can buy and hold for extended periods.
I invest (technically) part-time, but I love the markets and immerse myself in them daily. I enjoy writing about my investment ideas as it helps me to organize my thoughts and I am happy to share if it helps others. I invite criticism as it will help sharpen my ideas, so please tell me where, in your opinion, I am going wrong.
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We follow SPY, Oil, GLD, SLV, UNG, XIV, XLV, XLF, XLI, EFA, CYB, WEAT, SOXX, IAU, FXY, TLT, BAL and many other securities with strong historical model results.
*Weekly SPY Model Historic Performance 56% in three years through July. All of the securities we closely follow have a strong model track record to support our fundamental work.
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I operate a small hedge fund for family members and friends. The portfolio is valued oriented, un-levered, and has concentrated long positions. The fund has no management fee. And charge a 20% fee on returns above 6% (Hurdle Rate). I write investor letters every half year.
An investor with circa 30 years of professional, managerial and financial experience, gathered through both private-individual activities as well as asset management type of roles.
I'm involved in running a leveraged fixed-income, absolute return, hedge fund that aims at providing its investors with double-digit returns, per annum. The fund runs a fast, frequent and furious trading strategy and it focuses on the very short term. Definitely not a Buy & Hold!
I'm also advising and consulting to private individuals, mostly HNWI that I had been serving through many years of working within the private banking, wealth management and asset management arenas. This activity focuses on the long run and it's mostly based on a Buy & Hold strategy.
Risk management is at the very core of our essence and while we normally take LONG-naked positions, we constantly hedge our positions, in order to protect the downside, that usually occurs at times when you least expect that to take place...
I cover all asset-classes though mostly focusing on cash cows and high dividend paying "machines" that may generate high (total) returns: Interest-sensitive, income-generating, instruments, e.g. Bonds, REITs, BDCs, Preferred Shares, MLPs, etc. combined with a variety of high-risk, growth and value stocks.
I believe and invest for the long run but I'm very minded of the short run too. While it's possible to make a massive-quick "kill", here and there, good things usually come in small packages; so do returns. Therefore, I (hope but) don't expect my investments to double in value over a short period of time. I do, however, aim at an annual double-digit returns on average, preferably on an absolute basis, i.e. regardless of markets' returns and directions.
Timing is Everything! While investors can't time the market, I believe that this applies only to the long term. In the short-term (a couple of months) one can and should pick the right moment and the right entry point, based on his subjective-personal preferences, risk aversion and goals. Long-term, strategy/macro, investment decisions can't be timed while short-term, implementation/micro, investment decision, can!
When it comes to investments and trading I believe that the most important virtues are healthy common sense, general wisdom, sufficient research, vast experience, strive for excellence, ongoing willingness to learn, minimum ego, maximum patience, ability to withstand (enormous) pressure/s, strict discipline and a lot of luck!...