Ivan Mutaftchiev has been managing accounts since 2002. Ivan searches the markets for profitable low-risk arbitrage opportunities such as mergers, takeovers, spinoffs and other special situations. Combining his dual experience in the investment industry and in the legal field, gives Mutaftchiev an edge in precisely analyzing special situations and uncovering hidden gems and traps others have overlooked. Ivan's portfolio performance has handily beaten the average performance of mergers arb funds for the past several years. Contact Ivan to discuss current arbitrage opportunities.
Heath Winter is the Managing Partner of ArbitrOption Capital Management, LLC and is responsible for research, trading, and portfolio management. Prior to forming ArbitrOption, Mr. Winter was Director of Research for the event-driven and special situations strategy of Silverado Capital Management from 2005 until 2009. Mr. Winter’s responsibilities at Silverado included generating investment ideas as well as researching positions and managing the portfolio. In addition, Mr. Winter was employed as an Analyst at M.H. Davidson, LLC in 2003 and as a Merger Arbitrage Analyst at Swidler Berlin Shereff Friedman, LLP from 2000 to 2002. He graduated with an MBA in Finance and Economics from Columbia Business School in 2004 and a BA in International Affairs from The George Washington University in 1997.
Independent investor with extensive financial experience. Numerous years of trading securities, personal portfolio manager. Main interests are in tech and banking. Personal focus is on tech growth opportunities and deep value plays in the banking sector. Happy to respond to article comments, but often unable to do so because of hectic work schedule.
I am the President and Portfolio Manager at Motiwala Capital LLC, a Registered Investment Advisor in the state of Texas. I employ a value oriented investment philosophy. I look for quality companies that have strong balance sheets, produce stable free cashflow and generate above average returns on capital. We purchase at attractive discounts to their intrinsic value.
I started managing separate accounts in 2011. Currently managed $5.4million in assets. Please find presentations, interviews and client letters at www.motiwalacapital.com
Wide Moat Investing (http://widemoatinvesting.wordpress.com/) is a blog written from Charlottesville, Virginia that wants to better understand what makes a good business great, and hopefully uncover some investment opportunities along the way. As Warren Buffett once told his shareholders, “I don’t want an easy business for competitors. I want a business with a moat around it. I want a very valuable castle in the middle and then I want a duke who is in charge of that castle to be very honest and hardworking and able. Then I want a moat around that castle. The moat can be various things: The moat around our auto insurance business, GEICO, is low cost.”At the blog, we will analyze and value businesses particularly by examining their economic "moats." To do so, we will employ a variety of quantitative or qualitative methods, inspired by the methods of successful investors like Warren Buffett, Philip Fisher, Benjamin Graham, Seth Klarman, and Charlie Munger.
I am a MD in the Netherlands and selftaught investor. After 20 years :-) I am getting the hang of it and found that investing is simpeler than I thought although it requires strict discipline.
To be succesful:
1. accept and cut your losses when they are small. ALWAYS
2. time the market according to it's character; in a strongly trending general market follow the trend weeks to months but in choppy markets take your profits in days or weeks
3. trade what you see, not what you think, or worse what you feel! Or still worse what others say.
4. combine fundamental and technical analysis, price action is the truth
5. manage your money and learn the formulas for bet size, profitability and win/loss ratios.
6. record all your trades and learn from them, it will help you stay disciplined