Managing Partner and Chief Investment Officer of FMD Capital Management, a fee-only registered investment advisory firm specializing in exchange-traded funds. At FMD Capital Management we excel at developing and managing growth or income strategies for our clients in every market environment. A fundamental tenet of our firm is that risk within any investment should be identified and planned for well in advance of any purchases. It’s this type of strategic planning that will segue into successful changes to our client's portfolio as part of our active management philosophy. Investors in today’s turbulent times have to face real threats to their retirement nest egg that include: stock volatility, inflationary fears, currency manipulation, and commodity price swings. The combination of these factors and more, have provided us with an unprecedented level of opportunity and risk in today’s markets. The global landscape has never been more accessible to capital than it is today. Our technical expertise in research and trading allows us access to virtually any market in the world. This opens the door to select the investments that we feel are the strongest opportunities for your assets.
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Phillip Goldstein co-founded Bulldog Investors, LLC, an SEC-registered investment adviser, in 1992. Mr. Goldstein has served as a director of a number of closed-end funds and is currently a director of the Mexico Equity and Income Fund Inc., Special Opportunities Fund, Inc., Imperial Holdings, and MVC Capital, Inc. He is a Principal of Brooklyn Capital Management, LLC, an SEC registered Investment Adviser. He graduated from the University of Southern California in 1966 with a Bachelor of Engineering degree and from City College, New York in 1968 with a Master of Engineering degree. Mr. Goldstein has appeared on CNBC and is a widely quoted expert on closed-end funds and shareholder activism.
The author works at a long horizon multi asset class investment management organization; and has been in the markets professionally for two decades. Avocation is unusual situations, as well as instruments with embedded options. Has a bias toward misunderstood, illiquid, potentially "yieldy" types of securities that have lost their narrative, and thusly, their holder constituency. Likes securities which have a "hard" net asset value that can potentially be used as a safety net if circumstances do not cooperate with the intial analysis. In most cases, prefer to find investments where time is in the holders favor - whether it means value is being recognized by a slow moving liquidation, or a legal process that is being ground out, or even the demise of control shareholders / management. These "thin file" investment ideas mean that most of the leg work has to be done by the investor themselves, rather than relying on sell side analysts, or external third party firms. Primary sources of research include corporate filings as well as competitor and peers filings, and an understanding of management's incentives/motivations for certain outcomes.
Current focus areas include most of the unusual wrapper yieldy vehicles that would not go into conventional capitalization weighted indices such as FI CEFs, BDCs, MLPs, REITs, mREITs, Royalty Trusts and so forth.
Gary A. Gordon, MS, CFP® is the president of Pacific Park Financial, Inc., a Registered Investment Adviser with the SEC. He has more than 25 years of experience as a personal coach in “money matters,” including risk assessment, small business development and portfolio management.
Gary is often asked to consult as an educator. He has taught financial concepts in Mexico, Singapore, Hong Kong, Taiwan and the United States.
As a Certified Financial Planner™ (CFP®), Gary has distinguished himself as a reputable and trusted investor advocate. He writes commentary for ETF Expert, Seeking Alpha and The Street. Gary’s participation on local and national radio has spanned more than a decade, and he currently hosts the ETF Expert Show.
Gary is a “good sport” when his wife, Denise, beats him at Scrabble. Most of all, Gary takes special pride in a not-so-little energizer… his 20-year old daughter, Wei Gordon.
David is a Managing Partner at FMD Capital Management, a fee-only registered investment advisory firm specializing in exchange-traded funds. He has years of experience constructing and implementing actively managed growth and income portfolios using ETFs, CEFs, and mutual funds.
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