10 years of buy-side investment experience.
Disclaimer: Any content on this site is NOT investment, trading, legal, or tax advice, and none of the information available through this website is intended to provide tax, legal, investment or trading advice. Nothing provided through this content whether by the owner or posted by other writers constitutes a solicitation of the purchase or sale of securities/futures. The content on this site is intended for informational purposes only, and should never be used as investment advice. Please do your own research before making any investment decisions.
My work consists in procuring investment situations for clients where the estimated monetary value of a quoted financial security is significantly higher than its market cost; thus establishing a margin of safety in investments that allows for market outperformance and a lower risk profile in the long term. During this time I have successfully identified and invested in inefficiently priced financial securities that with few exceptions have outperformed global equity markets.
My experience is further divided into two types of investments:
1.) General Equity Investments: Investments in companies whose true value is unrecognised by equity markets.
+Asset Value. Shares of companies selling for much less than their net asset value, liquidation value or those that have substantial hidden assets.
+Earnings Power Value. Shares of companies selling for much less than their cost of capital times their earnings, normalised earnings or their earnings potential.
+Great businesses at great prices. Shares of companies with excellent ROIC levels and competitive advantages selling for a price unreflective of such characteristics.
2.) Special Situations: Financial opportunities characterised by an unlocking of value via a complicated or uncommon financial structure that tend to be disregarded by market participants.
To realise the aforementioned investments, I read a great number of financial documents, reports and news articles daily and analyse and model my findings. While doing so my strategic framing and approach is two-fold:
+ Defensive Strategy: Monitoring and analysing the composition of the client’s securities portfolio and acting accordingly when the estimated value of a financial security changes.
+ Offensive Strategy: Exploring the global marketplace in search for investment opportunities, analysing them quantitatively and qualitatively and comparing them to the client’s opportunity cost (i.e. cash, current portfolio positions or other potential investments).
Alessandro is an Italian enthusiastic reader. He is a value-oriented investor in continuous search of opportunities in the Italian equity market. Currently, he is working in Luxembourg as OTC Valuation Analyst and he is a CFA level 2 candidate. His job here is to bring interesting information from Italy to those who are looking to invest in European stocks.
Born and raised in the USA, graduated with a degree in Finance then worked at a multi-strategy global hedge fund for about 4 years analyzing stocks all over the world. In 2007 I left the USA and moved to China to study Chinese and start a business. Now, I am the CEO and Co-founder of eFin which provides wall street level research to main street investors via a proprietary algorithm. Our eFin scoe that takes into consideration hundreds of factors to provide the best period of time to make an investment in a stock.
Nevertheless, my experience working at the hedge fund and running my own business has improved vastly my investment making decisions. I believe Warren Buffett said it best “I am a better investor because I am a businessman and a better businessman because I am an investor”. I have had my share of busts and winners and have gotten wise enough to always look at both sides of every investment no matter how negative or optimistic the situation is.
Mark is in his third year of the Queen’s Commerce program, and is the co-founder and CEO of Queen’s Capital, a student run investment fund with over $100,000 in AUM. He has a keen interest in the financial markets and has traded American equities for the past five years.
Aside from investing, Mark enjoys spending his time traveling, studying history, learning languages, and playing the guitar.
I am undergraduate student majoring in biotechnology and minoring in finance as well business administration.
As a biotechnology major, I have excellent capacity to understand biotechnology related companies, especially the nature of their products. My financial background includes my role as co-portfolio director for the Financial Management Association - a student association.
For the most part, I am a self thought investor who thoroughly enjoy the adventure that is investing. I have thought myself from knowing nothing about finance to investing in the stock market and also trading commodity futures.
After two years of learning from the Seeking Alpha community, I think now is the time for me to do my part and contribute to this awesome community.