Jennifer's areas of expertise include energy trends —their economic and geopolitical implications—and resource sustainability issues. Other interests include shale oil and natural gas, climate change, green and efficient infrastructure, China, India, and the energy-water nexus. Her work has been published in various academic, policy and business publications such as Far Eastern Economic Review, Economist Intelligence Unit’s Executive Briefing, Journal of Structured Finance, Lloyd's List, D CEO, Energy Trends Insider, Financial Sense, and many others. She has been interviewed for numerous radio broadcasts and news stories, and presented her work at various conferences. From Dec 2010 to April 2013, she was the CEO/President of a global affairs organization focused on cutting edge trends. She organized and moderated panels on global gas, energy security, energy infrastructure finance, and urban development. She has a master's degree from London School of Economics, and bachelor's in finance/marketing. She is principal of Concept Elemental, a strategic communications consultancy focusing on knowledge work, and includes over fifteen years of financial services industry work. She works with a top University, "translating" cutting edge research as well.
I began to follow the market and invested in 1963 after receiving a small inheritence. In 1966, I went to work as a broker for a small NYSE firm. In 1978 I realized that more capital was needed by Wall Street firms and spent the next 20 years at Merrill Lynch and was very successful but was burned out at age 55 and was fully vested so I retired believing that the business model that the large investment firms were pursuing no longer made sense. After 3 years in retirement I was recruited by a trust company to be the chief investment officer responsible for $220 million in individual portfolios. I lasted there for four years realizing that the same thing that made me quit Merrill was once again working against me at the trust company, lack of imaginative and appreciative management. When I resigned the assets under manadement were $410 million. My second retirement lasted 6 weeks and I put together my own investment management firm with my wife who is also an investment professional with over 20 years experience. She also has an MBA and had also worked on the sell side and the buy side of the street. We do not accept fixed income accounts and most of our accounts invest for total return. Our asset allocation allows us to invest in bonds when appropriate as a total return vehicle, but we have not seen an opportunity to use bonds with that objective for several years. On the equity side we buy both growth and value in a blended mix. We also dip into small, midcap and international. Our style is a mix of fundamental and technical analysis which I call "rational analysis".
I am not in the market for new accounts, do not advertise my services nor will I supply my name. I have 66 active accounts and require a minimum $500,000 per relationship with70bps fee. I let my clients give us referrals and then I decide if a referral is a match. 80% of clients have been with us over 15 years. I am too old to be taking on new troublesome relationships and I just don't want to hire any new portfolio managers. I guess I am on this website because there is good information to be found here and I can impart some of my own wisdom to other investors. My motto is "Greed Cometh before the Fall" and the old expression is that "there are old traders and bold traders but there are no old, bold traders" is always operative. I will on occasion post a message of an opportunity or something that one needs to watch for. Just keep in mind that I might be "talking my book".
Fund manager. Fundamentally based trader with intermediate time frame, although some positions vary. Focus on what actually drives prices, as well as identifying opportunities created by over/under reactions.
Feel free to send messages for further discussion.
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Ray Branton is a private investor with more than thirty years’ experience. He invests for his own account. Now retired, he devotes considerable time to researching undervalued stocks, utilizing an eclectic approach that combines fundamental research and technical analysis.
Retired musician and jack of all trades. Long Investor, stocks only - if it doesn't pay a dividend, I'm not interested. Capital appreciation is great, capital preservation is more important. I watch for opportunities every day but only trade to lower my cost basis, add a position or cut a loser.
I do not day trade, though it's always tempting, having learned my lesson years ago! All dividends are currently held for reinvestment. Animal Spirits? None here, just cold hard logic with a little help from my friends. Keeping it simple works best for me, going with what I know.
Retired, married, five children, 12 grandchildren, painter and sculptor for years, physician, real estate investor and mortgage banker in past, read fiction, non-fiction and business, golf some, and work out. California residence.