Lawrence is the Managing Director of Fuller Asset Management. He has 20+ years of experience managing investment portfolios and serving the needs of individual clients. He began his career as a Financial Consultant in 1993 with Merrill Lynch. He worked for First Union Brokerage, Morgan Stanley and ING in the same capacity before realizing his long-term goal of complete independence. He graduated from the University of North Carolina at Chapel Hill with a B.A. in Political Science in 1992.
I am a recent college graduate learning to navigate the markets while I'm young. At the moment, I do not have large sums of capital in the market. However, I am working to build my portfolio over time in a disciplined manner. I realize my young age may deter some from taking my research seriously, but my writing is meant to improve my skills to successfully grow in this industry over the long-term. The fact I am young allows me to have an unbiased perspective.
I am here to provide opinions and insight through serious research into various stocks and ETF's. I would hope that you enjoy my articles and learn something alongside me. I will continue to build my knowledge base and hope you can as well.
Balkar has been a practitioner of value investing for more than four years. His investment philosophy, including the ideas of margin of safety, competitive advantages, and statistical thinking have mostly been influenced by the works of Benjamin Graham and Warren Buffett, among others.
He is also enrolled in the Chartered Financial Analyst (CFA) program and have passed Level 2 of the curriculum. His aim is to work under a reputed value investor.