I am an individual investor with 30 years of experience. Along with my trading experience I have a BS Bus, BS CMIS, MBA, passed CPA exam and leadership experience at 3 different Fortune 500 companies. I have also purchased, financed, built up and sold a small business.
I tend to follow about 50 companies across all industries and consider "Risk Management" to be my greatest strength. Through a combination of risk management and trading I was able to avoid and prosper from the recession.
My expectation is to beat the S&P 500 return and take less risk. I have accomplished that for several years in a row.
I am a research analyst at Sullimar Capital Group, a long only, value based investment firm. The state of the current market tends to lead us "cigar butt" investments.
“Fully aware that wonderful businesses make wonderful investments only at wonderful prices, I will continue to seek out the bargains amid the refuse.” - Dr. Michael Burry