Two Rivers is dedicated to providing actionable, high quality investment ideas, with an emphasis on short ideas, to institutional investors.
Our process combines a quantitative ranking system with a fundamental research overlay. We identify companies at high risk of a declining stock price for short sellers and at least risk for long positions. This hybrid process has produced consistent and meaningful returns for long/short and long clients.
MTR Investors Group was founded in mid 2008. Since that time our primary goal is to provide powerful and profitable investment research tools to stock and option investors/traders. We do not provide buy or sell recommendations on any stock, etf, or other investments. We simply provide powerful tools for stock and option investors and traders.
The following are the primary tools we provide (we also provide economic models and advanced charting):
I. Expert Option Search
Our Credit Spread. Iron Condor, Covered Call and Cash Secured Put screener is one of the most powerful tools we provide to the individual investor. Powerful features such probability of assignment, downside protection, and many others. Our screener helps option traders make the best decision possible when writing Covered Calls, Naked Puts, Credit Spreads, and Iron Condors.
Many investors use our option screener to monitor a long term portfolio and select the best covered calls to sell on their portfolios.
Option Writers/Sellers use our option screener to find options with the highest probability of expiring worthless.
II. Stock Miner
Stock Miner is use to analyze stocks from a monthly and weekly historical performance. We use Stock Miner for weekly and monthly trade setups.
III. Stock Market Scout (SMS) & Stock Market Level (SML)
We use SMS as a model to indicate allocating cash to an index ETF (such as SPY) by going long on Green, cash on Yellow, short on Red (or stay in cash). We use SML to indicate if the market is overbought or oversold. This is not a recommendation to buy or sell SPY.
CPA, who worked for two Big Four accounting firms. Particular interest in getting down in the basement of untapped small cap stocks, as well as stocks completely out of favor that are severely beaten up. Although, the lack of liquidity in small caps is a burden, the offsetting advantage is they are the least analyzed and followed stocks and as a result, more likely to have a broken valuation in this increasingly overbought equity market.
My focus is on Currency, Treasury, Metals and Energy futures, but I closely track all major commodities, including Grains, Meats and Softs. I'm an emerging trader with a proven successful track record. Much of my day is spent analyzing and crafting specific trades. I've developed several proprietary market tools, which I use in my work.
An early advocate of electronic markets, I received special recognition for placing the first Globex® options order. I'm a former CME local floor trader, former brokerage firm principal and current CTA principal.
Investing in futures and options involves the substantial risk of loss, and is not suitable for all investors.
Gregory A Lee earned a Bachelor of Arts degree from the History Dept. of the University of South Carolina in 1973. Following college, Mr. Lee received his law degree from Western State University College of Law in 1977. He was admitted to the California Bar in 1977. Mr. Lee completed International Law studies at Magdalen College, Oxford, England and at Trinity College, Dublin, Ireland. Currently practicing law in Irvine, California. Mr. Lee has appeared in Federal and State courts all along Western U.S. to the East Coast to Puerto Rico.
Michael Kerris founded BrightView Capital Management in 2014. Mr. Kerris spent the few years prior to that trading equities, options on equities and volatility while co-developing “Adaptive”—BrightView’s proprietary automated algorithmic trading technology. Mr. Kerris has spent two decades in the investment industry. Prior to BrightView Capital Management, Mr. Kerris co-led The FrameWorks Group, an investment company focused on real estate development. During those several years he grew the company from $0 to average annual sales of $7,500,000, with maximum annual sales of $13,700,000. Prior to The FrameWorks Group, Mr. Kerris worked as an investment analyst at MH Capital Partners, a hedge fund focused on small and mid-cap companies. Mr. Kerris was actively involved in idea generation and the management of positions. During this time Mr. Kerris met one on one with the executive management teams of a few hundred public companies. MH Capital Partners was eventually merged into a top five wealth management group at the Investment Bank UBS where Mr. Kerris continued his analytical work. Mr. Kerris has also worked as an investment analyst at the high-yield bond fund Cohanzick Management where he was responsible for the analysis and modeling of companies in a variety of sectors. Earlier, Mr. Kerris spent three years as the Chief Executive Officer and Portfolio Manager at Kerris Capital Management, a hedge fund focused on emerging growth companies. He managed all aspects of the firm’s research, trading, portfolio management and operations. Mr. Kerris has also worked as an Investment Advisor at Morgan Stanley. Mr. Kerris began his career in 1994 by co-founding Axiom Communications, a telecommunications company, where he served as both its Chief Financial and Chief Operating Officers. The company was eventually sold to World-Link Solutions. Mr. Kerris holds a Bachelor of Science degree with multiple high honors in Finance and Management from Fordham University, and received his Juris Doctor from St. John’s University School of Law with a focus on corporate and real estate law. He is admitted to the New York State Bar. Mr. Kerris has completed the Level One Exam towards the Chartered Financial Analyst Designation, and has been a member of Mensa. For two years, he periodically guest hosted an investment commentary and live call-in radio program on 91.5 FM. In 2015, Mr. Kerris worked as an adjunct professor teaching an upper level investment course at the Cotsakos College of Business at William Paterson University. Mr. Kerris currently volunteers his time as a SCORE business mentor and is co-authoring a book on trading. Mr. Kerris is married and has two children. He has enjoyed activities pushing him to his mental and physical limits including high altitude mountaineering and Ironman Triathlon.