The Sova Group is a private investment fund managed by Matt Brice. As principal of The Sova Group, Matt Brice has been managing investments since 2009. Prior to founding The Sova Group, from 2007 until 2009 he worked as an associate attorney in the Mergers and Acquisitions group of Debevoise & Plimpton LLP, an international law firm based in New York City. Mr. Brice holds a B.A. in Philosophy from Brigham Young University and received his law degree from Columbia Law School.
25+ years experience as an investor. Fundamental, bottom-up approach, research-driven focus; buy / sell; value-oriented; special situations; catalyst investor; expertise in distressed company / bankruptcy analysis.
I following value investing mixed with some GARP and special situations, all in a macroeconomic and thematic viewpoint. I like to find companies with sustainable competitive advantages that seem undervalued or unknown by the market, in rising industries with tailwinds at their backs.
I look for market misperceptions, recent news and drastic price changes, and new management strategies that will lead to differentiated returns.
Please don't hesitate to comment and give me your opinions. Similarly, I will try to give my insight to help you make educated decisions affecting your portfolios.
As far as my anonymity goes, I work in the industry as a buy-side analyst, and prefer not to have my research attributed to me for that exact reason. If you have further questions, please feel free to message me.
Trading over 12 years, with an emphasis in small cap biotech. Passionate about science and cooking.
"Win or lose, everybody gets what they want out of the market. Some people seem to like to lose, so they win by losing money."
CIIA certificate holder who has worked several years for leading financial institutions. Passionate about analyzing any kind of stocks to find out their real value (at least what in my opinion is their real value). When good undervalued stocks are found, they are usually personally acquired (and I am used to short overvalued stocks with put options).
Disclaimer: information contained in my articles: is provided for informational purposes only and on the condition that it will not form the basis for any investment decision; is statement of opinion and not statement of fact; is not to be considered as a recommendation to purchase, hold or sell any securities; is subject to change. No responsibility is assumed for any errors or for the consequences of relying or acting on any information provided in my articles. Equity securities, especially small and mid-sized company stocks, are subject to greater risks than bonds.
Demonstrated success is the one outstanding fact which justifies confidence in the outlook for any particular business, and thus the investor will always, as a first test for an industry security, carefully consider the results already obtained. John Moody
As an Editor on the SA PRO team my job is to help find the best content for PRO, to provide feedback and develop talented contributors, and to work with other departments to strengthen the platform.
I have studied to ply my trade in finance with a bachelors in accounting. In 2014, I developed an app to access corporate disclosure materials at the SEC. My grandparent’s home was filled with valuing investing paraphernalia and, naturally, I became interested in the stock market.
Seeking Alpha is full of hidden gems and bum steers. Check out some of the authors I follow. And authors, check out "The Elements of Style" by Strunk & White.
Stocktalks represent my personal opinion only - links are not endorsements.