I am an individual investor and entrepreneur based in London, United Kingdom. My primary focus is on systematic trading strategies, low volatility investing and tactical asset allocation. I am also a founder a freely available portfolio risk analytics tool investspy.com.
Focused on upcoming retirement (4-8 years from now). Seeking a portfolio balance of stable dividend growth stocks and capital growth potential stocks.
Professional Background: Business Insurance Underwriter (Property and Liability) and University Risk Manager.
Biotech & Health Care: JNJ, CAH, MDT.
Consumer Staples: MO, CVS, KHC, MCD.
Consumer Disc: DPZ, FIZZ, MNST, STZ, SBUX,
Tech: GOOGL, AMZN, FB, MSFT.
Small Caps: MGPI. (produces grain for hard liquor manufacturers)
Industrial Cyclical: LMT, RTN, BA.
Mr. Carne has thirty five years of investment experience and most recently held the position of Managing Director and Head of Income Strategies at a Los Angeles-based Nuveen subsidiary, NWQ.
In that capacity, he was the architect and portfolio manager of the NWQ Flexible Income Strategy, Nuveen Flexible Investment Fund and Nuveen NWQ Flexible Income Fund from 2009 to 2015. Mr. Carne joined NWQ in 2002 and also served as architect and lead portfolio manager for the firm’s Preferred Income and Core Fixed Income strategies.
Prior to 2002, Mr. Carne held the position of Senior Portfolio Manager for balanced accounts at Standard Group Holdings in Wellesley, MA, Chief Investment Officer at Greystone Capital Management in Hartford, CT and Director of International Fixed Income at Aetna Capital Management, also in Hartford.
He began his investment career in 1986 as a Mortgage-Backed Securities and Derivatives Trader at Thomson McKinnon and then Mabon Nugent in New York.
Mr. Carne received his MBA degree in General Management from the Harvard University Graduate School of Business Administration and his BBA degree from the Isenberg School of Management at the University of Massachusetts – Amherst with a Major in Finance and a dual Minor in Accounting and Economics. He earned his Chartered Financial Analyst (CFA) designation in 1989 and is a member of the CFA Society of Los Angeles.