Emerging Investor is an engineer refining his investment strategy. As an individual investor I seek growth of both my retirement and my taxable accounts. I seek alpha on my own rather than relying on proffessional advisement.
Investment style emphasizes:
- Diversify assets to reduce volatility and risk. - Minimize tax liabilities by portfolio allocation and management. - Minimize the effects of inflation on investments.
Individual Stocks - ETFs - Municipal Bonds - CEFs.
Stirling Capital Management is a client focused and performance oriented investment firm. We scour the globe for opportunity in any asset class with asymmetrical risk versus return characteristics.
I am a retired veterinarian. I have been investing in stocks since the early eighties. During the earlier years of that time frame, I concentrated on small value stocks but now, since I retired, I mostly invest in large dividend payers.
Formerly of the buy side now an aspiring beet and raspberry farmer. Soon to be expired CFA Charterholder. I like long walks through the aisles of Aldi, dark roast coffee from Tim Horton's, and climbing mountains on two wheels.
The posts are meant to be informative and hopefully insightful. I write to share my ideas, highlight some interesting stories and to interact with other investors - please feel free to contact me if you'd like to chat further.
I make lot's of mistakes so please do your own due diligence. I don't intend to aggressively promote stocks but it's fair to say I am often talking my own book.
Thomas Bachrach, CFA is the founder and principal of PFH Capital, a single family office and financial consultancy. He received his BA in Economics from Cornell University in 2005 and became a CFA charterholder in 2014. He resides in the Philadelphia area with his wife and two young girls.