I work for a small long/short, value-oriented investment partnership. On the long side, we prefer to invest in high quality businesses that possess discernible competitive moats, which operate in industries with reliable, growing end markets. For short positions, we generally look for companies that operate in highly competitive markets with low barriers to entry. We also specialize in "special situation" shorts, which may include circumstances where we believe a company's management team has misled investors about business prospects or where the market has misread certain corporate developments.
I'm a global value investor that has been actively managing long oriented investment portfolios for 6+ years. I’m industry agnostic and hold concentrated positions for 3+ years. My ideas are generally deep-value turnaround investments or companies facing headline risk.
Darren owns ProActive Financial LLC where he provides Financial Planning and Analysis consulting services. Darren's education includes a Bachelors in Economics, an MBA, and a Certificate in Personal Financial Planning.
I use mostly individual stocks and ETFs but also hold a very small selection of mutual funds.
My personal portfolio has over time moved more towards easy maintenance, decently yielding stocks and ETFs but I can still become excited over a great small cap idea. :) But ideally I want a portfolio that can mostly handle itself for an extended period of time and that I don't have to worry about should something happen that keeps me from attending it regularly. Therefore I subscribe to some kind of core & satellite approach and I currently probably have too much of a satellite and rather want to add to my core.
"Demonstrated success is the one outstanding fact which justifies confidence in the outlook for any particular business, and thus the investor will always, as a first test for an industry security, carefully consider the results already obtained." - John Moody
As an editor on the SA PRO team my job is to help find the best content for PRO, to provide feedback and develop talented contributors, and to work with other departments to strengthen the platform.
I have studied to ply my trade in finance with a bachelors in accounting. In 2014, I developed an app to access corporate disclosure materials at the SEC. My grandparent’s home was filled with valuing investing paraphernalia and, naturally, I became interested in the stock market.
Seeking Alpha is full of hidden gems and bum steers. Check out some of the authors I follow. And authors, check out "The Elements of Style" by Strunk & White.
Stocktalks represent my personal opinion only - links are not endorsements.
Dr. Charles Lieberman serves as chief investment officer for Advisors Capital Management L.L.C., a money management and investment advisory firm, servicing financial advisors and private clients throughout the country. Dr. Lieberman has overall responsibility for managing its three primary types of separate account portfolios, growth, growth with income, and income with growth.
A graduate of the Massachusetts Institute of Technology with a bachelors degree in economics, he earned a Ph.D. in economics from the University of Pennsylvania before beginning his professional career as an academic at the University of Maryland and, subsequently, at Northwestern University. After five years in academia, Dr. Lieberman joined the Federal Reserve Bank of New York as head of its Monetary Analysis Staff before coming to Wall Street. At Morgan Stanley and Shearson Lehman Brothers, he focused on the debt and equity markets, respectively. In 1986, he joined Manufacturers Hanover Securities Corp. as chief economist and head of research and retained that position through the subsequent mergers with Chemical Bank and Chase Manhattan. During his 11-1/2 years with these banks, he worked intensively with the Bank’s clients, as well as the Bank’s trading desks and portfolio and sat on the Bank’s Markets Committee, which was responsible for funding, interest rate and currency risk management. He also traveled extensively on behalf of the Bank, both domestically and internationally, consulting with senior government officials and portfolio managers of some of the largest financial institutions in the world.
In 1997, he left Chase to found, along with co-founder Henry Kaufman, the global macro hedge fund Strategic Investors Management L.L.C. and to serve as its managing partner and principal strategist. In this role, Dr. Lieberman constructed leveraged investments (some hedged, some unhedged) on a global basis.
Dr. Lieberman is frequently quoted in the media. He has appeared often on CNBC, Bloomberg radio and television, CNN, CNNfn, The Nightly Business Report on PBS, Reuters Financial Television, Fox Business News, and the major television networks. He is often quoted by Bloomberg, Reuters, The Wall Street Journal, The Washington Post, Barron’s, and numerous other domestic and international business publications.