Seeking Alpha

Investors Mosaic  

I manage stock portfolios for individuals, utilizing the Investors Mosaic strategy for all clients. This strategy focuses on identifying mega trends that will create above-average revenue and earnings growth for companies in that given sector. Another important layer to the strategy is to identify the best-of-breed company in that sector since those firms tend to capture the vast majority of the industry's profits (Apple, Google, Facebook, Visa). Finally, I employ a very strict valuation framework to make sure that I don't over-pay for these high-quality assets. This strategy is not suitable for all investors as I am focused on out-performing the S&P 500.
  • Description: Registered Investment Advisor (RIA). Trading frequency: Infrequent
  • Interests: Stocks - long
Investors Mosaic Investors Mosaic is a Registered Investment Advisor focused on managing stock portfolios for individuals.
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We tried writing an article on Zynga here, but it wasn't conducive to the PDF formart, so we just posted it here: Dec 15, 2011