I am retired from a career in investments having held positions as Sr. Portfolio Manager and Chief Investment Officer for three different capital management firms over a 35 year career. I am now retained by several high net worth clients to oversee and consult with their investment managers.
My primary emphasis is on equity selection using valuation methods such as PE, dividend yield, cash flow & relative values in a historical context. I would be classified as a I-GARP, (Income growth at a reasonable price), investor who also uses technical work (Holder of a Chartered Market Technician, CMT designation) to identify buy and sell points as well as to identify trends. I tend to seek out equity investments for long term investments that have become great value for various reasons.