I work as a long only portfolio manager - equity (SEBI Registered) with an Indian merchant banking cum investment management firm. I develop my own investment style/philosophy which is a mix of value and growth and influenced by the work of 6 greatest long only investors of all time.
We strive to build highly disciplined, sensible client portfolios. Portfolios that are focused on investing in businesses with solid free cash flows and solid dividend payouts. We buy businesses, not stocks.
Tim is a Registered Investment Advisor.
Educated as a PhD in Engineering and a MSc in business administration, I enjoy crossing the line between technology and commerce.
Professional life so far spend in R&D management, as a business unit CFO, corporate strategy and now again R&D management.
Value investor by heart; focusing on business that I think I have enough knowledge to understand second level dynamics at least.
Kavout applies advances in artificial intelligence, big data technologies and machine learning to make finding, screening and analyzing investment opportunities easy and efficient. Ultimately, Kavout’s message to individual investors is that anyone can invest and control their own financial future if they have the right tools at their disposal – namely, the sophisticated investment research platform that Kavout offers. Due to its innovative model, highly comprehensive and transparent approach and delivery of real value to individual investors, Kavout is positioned to become a global leader in intelligent investment platforms.