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At first glance many situations appear obvious. Rigorous examination may reveal that the obvious is in fact impossible. My focus is on companies that unethically sell the impossible and thrive only with financial slight of hand. I am a retired businessman living near Austin Texas and I both delight and profit from shining some light on these deceptions.
Todd Kenyon PhD CFA has been working as an analyst and portfolio manager for nearly 20 years, and currently presides over a long-only asset management firm, which he founded in 2006. He specializes in uncovering value and exploiting behavioral inefficiencies in the market, typically with a long-term perspective. He previously served nine years as portfolio manager and equity analyst for a boutique firm with over $700 million under management, $150M of which Todd managed. He received his CFA charter in 2001. Todd has a doctorate and a master's degree in marine biology from the University of Miami, and received his bachelor's degree with a double major in mechanical engineering and biology from Bucknell University.
We strive to build highly disciplined, sensible client portfolios. Portfolios that are focused on investing in businesses with solid free cash flows and solid dividend payouts. We buy businesses, not stocks.
Tim is a Registered Investment Advisor.
“one of the last great advocates of reason”
We manage a hedge fund that utilizes value investing principles and rigorous analysis.
Prospective investors, financial reporters, etc. can reach us using the Seeking Alpha messaging platform.
As a contributor to the New Low Observer (http://www.newlowobserver.com/about-this-site), we intend to give new insights on a low risk approach to trading in dividend paying stocks for tax deferred accounts. The New Low Observer (http://www.newlowobserver.com/about-this-site) is not intended for regular or non-qualifying accounts however, the strategies and stocks mentioned can be used for non-qualifying accounts with the understanding of the consequences of potential short-term capital gains as well as the need for exceptional documentation for IRS purposes.
I have a professional background of working with the Federal Reserve Bank of San Francisco, Bear Stearns, Fannie Mae and Freddie Mac. Although I am an economist (and probably because of that fact), I am adept at being resourceful and thinking in a multidisciplinary fashion. For this reason, my professional experience only reflects a wide perspective that I have gained through the years and should not connote an air of authority.