Master in Applied Maths & Computer Science from Moscow State University. MA in Economics from New Economic School, Moscow, Russia. CFA Charterholder.
First 3 years - sell side research (first equity, then fixed income).
Next 3 years - buy side, equity & HFs (first analyst, then fund manager).
Ever since - Private Banking, all asset classes, fund selection, FoF manager, ETF strategies; some single stock mandates and M&A advisory (biotech/pharma, IT, resource juniors).
Renaissance Investment Management, HSBC, Raiffeisenbank Austria. Currently PM at Leon Multi-Family Office (Russia/Cyprus).
Just another investor, trying to foolishly think he can outperform the market in the long run. :)
While the bulk of my portfolio is diversified among dividend/growth stocks, a healthy international allocation and some preferred stocks for my 'fixed income/bond' allocation, I also dabble in deep-value investing, along with some purely speculative plays with a small % of my portfolio.
Named by Fortune as one of its "50 Great Investors". Acknowledged as Cash Flow From Operations (CFFO) expert by WSJ, Fortune, Forbes.com and Smartmoney.com after developing a CFFO algorithm that predicts bankruptcies for seemingly healthy large NYSE and NASDAQ traded companies. Markowski also has CFFO algorithms that identify severely undervalued companies.
In September 2007 Equities Magazine column predicted the 2008 collapses for all five of the U.S. major brokers including Lehman, Bear Stearns and Merrill Lynch. Wholesale sell recommendations for the five based on macro-analysis of brokerage industry's negative cash flow due to "sub-prime mortgage revenue".
Founded: TrophyInvesting.com (2016), Dynastywealth.com (2014), Onlinefinancialsector.com (2007), StockDiagnostics.com (2002).
Currently: Analyst for Dynasty Wealth (focused on finding and covering disruptor companies that have 100X to 1,000X potential within 5 years).
Passion is recommending shorts for hyped companies that have inherently flawed negative CFFO models and ten baggers for those which are extremely undervalued based on their CFFO. Does not trade the markets and is instead a buy and holder.
Began career with Merrill Lynch in 1977 and was employed in early years by Oppenheimer and Donaldson Lufkin & Jenrette. Became CEO of a firm in 1990 that subsequently went out of business due to the firm’s having a net capital deficiency on January 15, 1991, the day before the first Gulf War broke out.
Markowski voluntarily left the broker industry in 1991. Most of his activities since have been in the financial information industry. The SEC and the NASD subsequently barred Markowski in 1995 from associating with a broker dealer. The bar related to activities that occurred in 1990, and before the war's breaking out which caused a severe lack of liquidity for the markets resulting in the firm's going out of business. Markowski appealed his bar to the U.S. Supreme Court which denied to hear his appeal. Markowski was not barred from being a registered investment advisor (RIA). However, Markowski chose not to pursuit a career as a RIA.
It's like this: You get one chance in life.
Don't let anyone tell you it can't be done. Don't let anyone stand in the way of your happiness. Don't ever forget to be thankful for every opportunity you have, and don't ever stop looking for them.
Do make your best effort to accomplish your true goals. Do allow yourself the luxury of happiness. Do give something back, and do find new ways to grow.
Be curious, thoughtful, open-minded, courteous and kind, and most of the rest will take care of itself.