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.
James has experience in M&A advisory for small cap publicly traded healthcare companies and has handled investor relations functions for publicly traded companies in the pharmaceutical and medical device industry.
James’ experience includes work at a hedge fund with a fundamental investment strategy focusing on high yield corporate fixed income. His professional experience includes investment analysis and research, capital raises and marketing. James has a strong analytical background focusing on review and analysis of financial statements, capital structures, and conducting due diligence activities with management teams. His investor base includes family office clients, investment consultants, fund of funds and endowments.
James graduated from the University of Miami, where he received his B.B.A. in business administration with a double major in management and finance.