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.