Brian started investing in 1998. He is a value investor and invests for the long term. That does not mean he does not like so-called growth stocks. He loves growth stocks when he can buy them at a bargain price. Additionally, there are sometimes reasons other than value that make a security attractive.
Brian uses a bottoms up approach which starts with fundamental analysis. He has traditionally looked for small caps, but he balances his portfolio with large and mid cap exposure. Core positions are generally for the long term, but may be rebalanced as conditions warrant.
SNAPSHOT
Description: Full time investor.
Trading frequency: Monthly
