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Jim Kelleher, CFA, is Director of Research at Argus Research and the author of “Equity Valuation for Analysts & Investors,” (McGraw-Hill, July 2010), a single-volume treatment of financial modeling and blended valuation technique. As an equity analyt, Jim is a three-time winner in The Wall Street Journal's “Best on the Street” All-Star Analyst Survey and has also won recognition in the Financial Times/Starmine analyst awards. As Research Director, Jim manages several model portfolios; manages the company’s Portfolio Selector/Focus List; prepares and oversees the Argus daily Technical Analysis product; was instrumental in devising Argus’ first branded investment product; and has helped develop and refine the investment analysis process and model “template” for new analysts.
I work within the trading and money management industry. I have been trading and investing for several years. My style is technical execution with a fundamental thesis in place. Education includes a bachelor and master's degree in finance.
AllAboutAlpha.com is an online strategic information service for the asset management and hedge fund industries. Like a research firm, we immerse ourselves in the latest academic research, scan the headlines and provide subscribers with what we think they need to know as the asset management industry enters a period of rapid evolution. Like a “blog,” we deliver those insights in a manner that is easy to digest, frequent and tempered by our own unique view of the world.
AllAboutAlpha.com is not a media firm or general hedge fund portal. Instead, we partner with these companies to shine a focused light on issues of a strategic importance to asset managers. We do not cover hedge fund launches, “people-moves,” or the performance or profiles of specific funds. We do not provide information on how to launch a hedge fund, legal or operational issues, or the investment outlook for particular strategies. We focus solely on uncovering the common denominators that tie together seemingly disparate developments to help our subscribers anticipate and manage change.
With nearly 1,000 archived articles and entries, and new material added daily, AllAboutAlpha.com is research tool designed to be an “early warning” system for asset managers, service providers, and investors. Whether you simply visit on a daily basis to read our latest thoughts, or whether you subscribe to our Knowledge Base of archives and “research dossiers” as you create reports, pitches, internal research materials or publications, we hope you find AllAboutAlpha.com a valuable addition to your other research sources.
Brad Thomas is a research analyst and he currently writes weekly for Forbes and Seeking Alpha where he maintains research on many publicly-listed REITs. In addition, Thomas is the Senior Analyst at iREIT Forbes and Editor of the Forbes Real Estate Investor, a monthly subscription-based newsletter.
Thomas has also been featured in Forbes Magazine, Kiplinger’s, US News & World Report, Money, NPR, Institutional Investor, GlobeStreet, and Fox Business. He was the #1 contributing analyst on Seeking Alpha in 2014 (as ranked by TipRanks) and he is currently writing a book on the legendary investor Donald Trump.
Thomas has co-authored a book (The Intelligent REIT Investor) that is available on Amazon.
Thomas received a Bachelor of Science degree in Business/Economics from Presbyterian College where he played basketball. He resides in South Carolina with his wife and kids.
I have been investing for 40 years. My wife and I retired 24 years ago and currently manage our portfolios. Our sole income is derived from these portfolios and Social Security. I have a BEE from Clarkson University (1958) and a MSEE from University of Arizona (1966).
I mainly focus on two sectors: technology and auto industry. I am long only and I like to take a conservative approach where I sell covered calls on the shares I hold in order to reduce my risks. Some of the stocks I follow closest are Nokia, Microsoft, Ford and Apple. I believe that being able to see beyond numbers and actually understanding business models of companies we cover is crucial to provide useful insight on companies.
I'm a portfolio manager within the European Equities team at a mid-sized asset manager. Under my coverage is the financial sector (including Banks, Insurance, Real Estate and Diversified Financials) on a Pan-European basis (Eurozone, UK, Switzerland and Scandinavia).
Previously, I've worked as a generalist buy-side financial analyst, covering equities, fixed income and derivatives.
Stephen Aniston is President of Volatility Advisors, a financial research firm that focuses on stock market volatility. The company operates VIXCONTANGO.COM, the best source for volatility data, analytics, trade alerts and research. Prior to his current endeavor, Mr. Aniston was a financial technology software manager, architect and developer with over 10 years of experience in the financial industry. He was Technical Architect for the Merchant Bank at Goldman Sachs and Technology Vice President for the Investment Bank at the Royal Bank of Scotland. He also had stints at hedge fund investment firms (commonly called fund-of-funds) K2 Advisors and Ivy Asset Management. He graduated from Stanford University with an engineering degree in the late 90s
Allen L. Jackson is currently an Analyst at New Constructs. In this position, Allen performed equity and fund research with special attention to GAAP accounting details and techniques. An extensive passion for research, Allen uses thorough analysis when making or recommending investment decisions. Relying extensively on independent and objective research, Allen selects companies that have favorable long term prospects, a sustainable competitive advantage relative to peers, and trade well below the company’s intrinsic value. Allen received his MBA degree from Florida International University.
James A. Kostohryz has accumulated over twenty years of experience investing and trading virtually every asset class across the globe.
Kostohryz started his investment career as an analyst at one of the US's largest asset management firms covering sectors as diverse as emerging markets, banking, energy, construction, real estate, metals and mining. Later, Kostohryz became Chief Global Strategist and Head of International Investments for a major investment bank. Kostohryz currently manages his own investment firm, specializing in proprietary trading and institutional portfolio management advisory.
Born in Mexico, Kostohryz grew up between south Texas and Colombia, has lived and worked in nine different countries, and has traveled extensively in more than 50 others. Kostohryz actively pursues various intellectual interests and is currently writing a book about the impact of culture on economic development. He is a former NCAA and world-class decathlete and has stayed active in a variety of sports.
Kostohryz graduated with honors from both Stanford University and Harvard Law School.
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