Contrarian PM manages a research-focused domestic long-short fund. We focus on fundamental, bottom-up research. We are contrarian and gravitate to complicated special situations where our research process and hard work is a differentiator for us. We love shorting stocks and enjoy the hard work and attention to detail that the short side requires. On the long side, our performance is driven by finding unique situations early and our holding periods are frequently in excess of one year.
Bumbershoot Holdings L.P. is a private investment partnership launched in Oct-2015.
The partnership uses a fundamental investment strategy as a “quality over quantity” approach to identifying and evaluating great businesses. It primarily invests in small- and mid- capitalization public companies which are headquartered in the U.S. and listed on a domestic exchange. It maintains a relatively concentrated portfolio with approximately 60%-75% of assets in its top-15 holdings. The partnership utilizes low levels of leverage and hedges net long exposure through various short positions and equity derivatives, as dictated by overall market conditions.
I run a global multi-strategy hedge fund based out of Sydney, Australia, having achieved a verified IRR of over 33% gross over three years and four months. My strategy involves a diversified portfolio of high-conviction global equities, small short positions in overhyped, overvalued stocks in negative spirals, and strategic macro positions. I'm also usually long volatility one way or another. Happy to talk markets any time!
I manage a $1B+ portfolio for a family office. Our investments include bonds, equities, hedge funds, and private investments with a wide geographical and asset class dispersion. I have a J.D. degree from Yale Law School and practiced for 30 years as a trial lawyer in commercial cases.
That fellow in my icon is, of course, Galileo Galilei. Eppur si muove.
You can email me at Montana.Skeptic@gmail.com & follow me on Twitter where I am @MontanaSkeptic1
I live in Stanford, CA and love investing. I am working on the creation of my hedge fund, Agloe Capital. If you live in the Palo Alto or San Francisco areas, feel free to message me if you'd want to meet up in person.
Professional investor and overall good guy.
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