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Founder and former Fund Manager at University of Missouri Investment Group. My focus was to build a fund to generate notable returns for the group and to manage risk for UMIG's portfolios.
My approach to investments generally stems from bottom-up fundamental/intrinsic value analysis and opportunistic investments based on market overreactions to news. My writing, in general, is about under covered securities, undervalued securities, behavioral investment, and things that I believe to be arbitrage opportunities based on odd security behavior or misinterpretation of fair value.