John Hempton is a (semi) retired fund manager based in Sydney Australia. His key expertise is in banks and insurance companies though his investing interests extend widely. He maintains a blog at brontecapital.blogspot.com (http://www.brontecapital.blogspot.com/).
Michael Loftis is the founder of Ridgewood Capital Management LLC. His primary focus is value-oriented equity investing in the small and mid cap sectors. Michael is a former investment banker (Lehman Brothers and Barclays) and former M&A and securities law attorney (Mayer Brown and Keating Muething & Klekamp).
Bumbershoot Holdings L.P. is a private investment partnership launched in Oct-2015.
The partnership uses a fundamental investment strategy as a “quality over quantity” approach to identifying and evaluating great businesses. It primarily invests in small- and mid- capitalization public companies which are headquartered in the U.S. and listed on a domestic exchange. It maintains a relatively concentrated portfolio with approximately 60%-75% of assets in its top-15 holdings. The partnership utilizes low levels of leverage and hedges net long exposure through various short positions and equity derivatives, as dictated by overall market conditions.
I'm an investor, a small business owner, a landlord, and I write code. I have a B.S. in Computer Science and an MBA. I like narrowing down my investment choices with the power of a computer, but I realize that is only part of the process. I also need to do the manual work and read the SEC filings and other information to solidify my thesis. I like value investing and distressed investing, but I'll do anything that has a good risk/reward profile.
Full-time value investor, with past experience in M&A advisory and private equity. Always on the look for excellent businesses available at bargain prices. Focused on a small number of well-researched opportunities for the long-term. Based in Poland.
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I am a Special Situations/Value Investor, I invest in Relative value arbitrage situations, Bankrupt and Distressed situations, I have 20 years Experience as a bankruptcy/ legal consultant, Financial/ White Collar Fraud Investigator.
Best investments include (GGP) General Growth Properties (HPY) Heartland Payment Systems (WMIH) Washington Mutual Inc. (NFLX) Netflix. I am currently Long Fannie Mae (FNMA) (FNMAS) (FNAMT) Sears Holdings Inc. (SHLD) Sears Holdings Inc/Warrants (SHLD.WS) Sears Canada (SRSC) Pershing Square (PSHZ) Fairholme Funds (FAIRX) I am short Herbalife (HLF)
John Lueken joined CapWealth Advisors in April of 2014 after a decade working with Goldman Sachs in their Manhattan offices. As vice president and equity analyst with the macro trading team of the Securities division at Goldman, John built, developed and traded unique custom solutions for client portfolios. Focused on researching and understanding global macro fundamentals and their impact on the equity and fixed-income marketplace, John identified sectors, industries and single stock investment ideas best positioned to capitalize on the changing macro environment.
At CapWealth Advisors, John serves as the Chief Investment Strategist, a role in which he leads the research and analysis efforts of the firm and, along with the CEO, oversees portfolio management.
John earned his MBA from Columbia Business School where is coursework was concentrated in security analysis and applied value investing. He received his undergraduate degree from Washington University in St. Louis where he majored in Finance, Accounting, and International Business and he currently holds his Series 7,63,55,3 and 25 licenses.