Frances J. Aylor, CFA has over 28 years experience in the financial services industry as a corporate credit analyst, international trade finance officer, and equities analyst. Formerly a director at IronOak Advisors LLC, which managed $3 billion in assets, she currently is focused on managing family money. Ms. Aylor is a member and former president of CFA Society Virginia.
Self-taught investor based in NYC. I completed my undergraduate studies at Stanford University and have lived in Japan, China as well as the United States. I've worked as a reporter, freelance writer, copyeditor, filmmaker, and educator. I believe that investing requires thoughtful analysis (qualitative as well as quantitative) and proper due diligence.
As an investor, I am focused on turn-around stories as well as undervalued growth companies. As a contributor, my goal is to provide thoughtful analysis of companies that lack sufficient coverage and are unloved by Wall Street.
I believe that understanding the limit of one's circle of competence is one of the most important principles of investing.
I'm a bottom-up value investor and invest in companies selling below their intrinsic value, often because they are out of favor, ignored or in a special situation. Searching for value leads to interesting companies that are out of favor for many possible reasons.
Studying successful value investors and learning from my own mistakes the merits of value investing, over the long term, became apparent. After becoming a value investor my results improved. Sure, I still make mistakes, but on average I’ve been fortunate in getting more right than wrong.
My investing approach is covered on my blog; www.ValuebyGeorge.com The share price of a company often have nothing to do with the underlying value of the company the shares represent. So, I look for investments that are priced low relative to their true or intrinsic value so they provide a margin of safety. Then we must patiently wait, as an owner of the company, until the share price catches up to reflect the underlying value.
This is a pseudonym. Started my career in structured finance, moved into corporate debt, and now equities. My investment style is focus on the fundamentals and figure out what the company is worth. Writing is a way for me to gather feedback and information, rather than convincing someone else to buy or sell. Please feel free to message me. thanks