Jason is a small business owner that has been investing in stocks since 1989. He is a value/growth investor. Jason holds degrees in biomedical engineering and materials engineering and from Rensselaer Polytechnic Institute and started his own company in 2001, thus increasing his enjoyment of life considerably. Disclaimer: Jason reminds investors to always do their own due diligence on any investment, and to consult their own financial adviser or representative when necessary. Any material provided is intended as general information only, and should not be considered or relied upon as a formal investment recommendation.
19 years of experience in International Equities, Emerging Market bonds and currencies. Last 11 years as Fund Manager at OppenheimerFunds and TCW Group in International Equities. PhD in Economics from Columbia University, and undergraduate in Mechanical Engineering from IIT, Kanpur, India.
Software Engineer - late 50s
Like to hold a combination of index funds (when appropriate), short-term bonds, some managed funds, and a focused selection of individual stocks (preferably with no more debt that 4 times annual earnings)
Prefer simple to understand stocks, no biotech and minimal tech individual stock holdings.