Mark A. Boyar, President of Mark Boyar and Company, Inc. has worked as a securities analyst since 1968. He began actively managing money in 1975 and officially launched Boyar Asset Management in 1983. In October 1987 a group headed by Mark A. Boyar acquired control of American Corporate Ltd., a closed end fund listed on the Sydney Stock Exchange, which was trading at a deep discount to its net asset value. Five years later he liquidated the fund at a premium to net asset value. On December 11, 1990 Mr. Boyar created Boyar Partners L.P. This entity invests in a small number of businesses that are selling below their intrinsic value. It has the ability to go both long and short. In May 1998, Mark Boyar launched his first mutual fund, The Boyar Value Fund. In addition, Mark Boyar has published a monthly research report since 1975 entitled Asset Analysis Focus (AAF). This publication identifies and evaluates companies Mr. Boyar feels are intrinsically undervalued. Approximately 43% of the companies published in AAF have been taken over or liquidated, the vast majority at a significant premium to when they were initially profiled. As a successful money manager and the publisher of AAF, Mark Boyar is interviewed and quoted regularly in such publications as Barron’s, Business Week, Financial World, Forbes, Money Magazine, The Wall Street Journal, USA Today, The International Herald Tribune, and The New York Times. He also frequently appears on the CNBC television network, and has been a guest on Wall Street Week with Louis Rukeyser. In addition, Mark Boyar speaks frequently on the valuation of corporate assets as well as on stock selection. He has spoken at the Cleveland and Milwaukee Societies of Security Analysts, the Chase Exchange, the SIRE Club, the Ceil Walzer Memorial Lecture Series at The New School for Social Research, The Canadian Life and Health Insurance Association, Inc., Annual Investment Conference, and The New York Bankers Association among others. He also taught a course on mergers and acquisitions at The New School for Social Research. Before coming to Wall Street, Mark Boyar was employed on the audit staff of Price-Waterhouse. He earned a B.S. degree from C.W. Post College of Long Island University in June 1968, and attended Suffolk University Law School in Boston, Massachusetts. Since 1970, he has been a member of the New York Society of Security Analysts and the Federation of Financial Analysts.
Boyar Research was established in 1975 to provide independent research utilizing a business persons approach to stock market investing. Through our various publications including Asset Analysis Focus and Boyar's Micro Cap Focus, we provide in depth reports profiling companies selling below our estimate of their intrinsic or private market value.
Boyar Research takes a company’s financial statements, tears them apart and reconstructs them in accordance with economic reality as opposed to generally accepted accounting principles. Boyar Research seeks possible investment opportunities across the market capitalization spectrum and within a diverse range of industries.
Since 1975, approximately 40 percent of the companies profiled in our flagship publication Asset Analysis Focus have been acquired.*
Stock selection strategies employed by Boyar Research Include:
The "Hidden" Asset Method
The Business Value Method
Restructuring Plays, Breakups and Spin-offs
The "Franchise" Approach
To receive a complimentary equity research report from the Boyar Value Group, please go to www.boyarresearch.com/SA1
To learn more about our firm, please visit www.boyarresearch.com or email Jonathan Boyar at firstname.lastname@example.org
*Past performance is no guarantee of future success.
As a value driven investor, my investment approach is safe and cheap. I focus on investing in companies with extremely strong financial positions offering future growth at a discount. I take that same top-down approach and apply a synthesis of market implied growth rates in securities to isolate companies where existing assets of the business covers the market price. I closely monitor the underlying fundamentals of financial markets and the global economy.
Where my research typically diverges from convention is - incorporating a volatility based perspective to the fundamental analysis, enhancing the risk control in investing.
Alex is an equity research analyst at Granite House Capital Management, a value oriented long/short hedge fund based in Boston. In May 2013, Alex was the feature of a Forbes Magazine article titled, "Meet One Of The Youngest And Brightest Hedge Fund Analysts That Isn't On Wall Street." He started investing in the stock market at age 10 and payed for college by working as an analyst for a Minneapolis based hedge fund. He focuses on the investing methods of great investors such as Warren Buffett. Alex looks to differentiate himself in the industry through persistent hard work and continuous learning. He is the youngest ever admitted member of the SumZero buyside network and was one of 14 buyside analysts in nation to be named to the 2012 SumZero Buyside Analyst Honors which was published in the Wall Street Journal as part of the 'Best on the Street' column and CNBC. Over 8,000 analysts were considered and he had the second highest return on the list. He was featured in the biography of investor Warren Buffett in a book called "Of Permanent Value: The Story Of Warren Buffett,". He maintains a blog called "Alex Bossert's Thoughts On Value Investing" with over 550 subscribers and over 300,000 site views. His work has been syndicated on Yahoo Finance, Google Finance, SeekingAlpha, and GuruFocus.
Linkedin Profile: http://www.linkedin.com/in/alexbossert
I am a business-technology professional with over 25 years of experience. I started my career as an auditor and a financial accounting practitioner. Over the years I gradually moved away into more information technology-oriented roles, particularly after my master's in the mid-80s. I have been a serial entrepreneur and also managed large enterprise business units in various roles, ranging from Project Manager to Vice President. Currently, I am Vice President, Product Management for Ez-XBRL Solutions, Inc., a global XBRL solutions provider. Ez-XBRL Solutions provides products and services for XBRL Compliance, XBRL Assurance and Analytics for multiple markets. In my spare time I compose music. I am an avid tennis fan and play whenever time (and my tennis elbow) permits.
Roberto Sfeir graduated from Northeastern University with a degree in Finance.
Worked at JP Morgan & Chase in hedge fund services.
Contributed in Northeastern University's mutual fund, 360 Huntington Fund.
Prior to that, he worked at the oldest mutual fund in the United States: MFS Investment Management.
Prior to MFS, he worked in the telecommunications company Nokia Siemens Networks.
We seek value plus multiple overlapping catalysts, sourced using proprietary tools. We will create our own catalysts with the fundamental goal to put assets to their highest and best use with the optimal financial structure to maximize long term business value.
Founded in 2009 by Ryan J. Morris - as a founder of a bootstrapped software company prior to being a full time investor, I have a great appreciation and respect for the operational details and entrepreneurial efforts underlying the financial numbers of a business.
I am a student of the markets and a CFA level 2 candidate who is trying to accumulate a reasonable amount of knowledge to assist in my investment activities. This includes study of asset-pricing tools within the standard finance curriculum, market cycle history and behavioural finance. I graduated from the University of Victoria with a major in Psychology and a minor in Business.
At this point, my primary goal is to build on the universe of stocks of which I follow, with enough emphasis on a macro, top-down perspective so as not to be too focused on one particular sector.
I trade long and short, with some derivative exposure.