JGR Capital Partners is an international equity research and investment advisory firm focusing on public companies under $2 billion in market capitalization. We are headquartered in New York City, with affiliate offices in Los Angeles, Shanghai, and São Paulo. Our team of experienced analysts form investment theses based on company and sector expertise, with a strict focus on fundamentals and valuation.
I'm an astrophysicist working on identifying and studying planets around other stars (known as exoplanets). Investing is a hobby that keeps me busy when I'm not up to my ears in equations and scientific data.
What is Tiki Bar Capital? A state of mind achieved after years of personal sacrifice and hard work. It's when you've made your nut (hopefully, for life) and can say to heck with putting on a suit and tie, trekking to the office, and sacrificing your soul bit by bit to the rat race. It's nourishing your capital and watching it grow. Most importantly, it's enjoying the life that Tiki Bar Capital allows you to live.
I am a retired corporate lawyer and have been a stock market investor since my early twenties. In the past, I've done both DIY investing and worked with financial advisers. Having learned a thing or two over the years, I now manage my family's portfolios on my own.
My two primary investing strategies are buy-and-hold and discretionary. My buy-and-hold portfolio consists mainly of ETFs, mutual funds and closed end funds. I rarely trade this portfolio, generally tweaking it only when it appears we are in for a long-term, macro change in the capital markets.
My discretionary portfolio is mainly invested in individual stocks and sector ETFs picked up at deep discounts. As the broad market indexes look increasingly rich, I'm allocating more capital to the unloved areas of the market where I can find attractive values.
I also invest modest amounts monthly for my children in custodial accounts. My goal is to make them millionaires by the time they are 30. Why shouldn't they enter adulthood with a little walking around money? It gives you options as a young person.
Background: Former securities analyst and brokerage firm owner and
Currently doing investment strategy consulting for institutional investors
Undergraduate degree from Northwestern, Economics
Taught Advanced Financial Markets Class at a University in Chicago
In to Yoga.
I have been an independent consultant since 1991 and am based near Frankfurt, Germany. Other occupations: investor, musician, blogger, -- as often as possible for profit and fun. My aim as the years go by is to increase the amount of both. I like meeting interesting people, so if you should visit Frankfurt, then drop me a line and we'll go for a coffee.