I have over 17 years experience in the hedge fund industry working as a Portfolio Manager, Domestic Equity Analyst and Trader. I was the Portfolio Manager of a domestic Hedged Equity product with gross assets that peaked over 1 Billion dollars, and I have over 18 years experience generating both long and short ideas in domestic equities. I am a fundamental, bottoms up, value investor in long investments, and catalyst oriented short investor. I like to employ technical analysis as a balance to my fundamental work, and also as a risk management characteristic to my overall investment philosophy. I am currently investing my own capital in a similar manner I employed while working in the hedge fund industry.
Allen Go is the founder of AMGO Capital, a merger and acquisition advisory firm focused on the insurance brokerage industry. Prior to establishing AMGO Capital, he was an investment banker advising buyers and sellers of insurance agencies and brokers.
Allen has traded equities, options, futures, commodities, and currencies within his personal portfolio utilizing both fundamental and technical analysis when selecting investment ideas. He invests in both growth and value situations.
Allen is a Chartered Financial Analyst ("CFA") charterholder and a member of the CFA Institute. He graduated with University Honors from Carnegie Mellon University with a Bachelor of Science in Business Administration (Finance).
I am a retired veterinarian. I have been investing in stocks since the early eighties. During the earlier years of that time frame, I concentrated on small value stocks but now, since I retired, I mostly invest in large dividend payers.
Professional investor and overall good guy.
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Asia/U.S. Deep-Value Wide-Moat Stocks is a research service for value investors seeking value stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e. buying assets at a discount e.g. net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e. buying earnings power at a discount in great companies like "Magic Formula" stocks, high quality businesses, hidden champions and wide moat compounders).
Those who believe that the pendulum will move in one direction forever—or reside at an extreme forever— eventually will lose huge sums. Those who understand the pendulum's behavior can benefit enormously. ~ Howard Marks
Investment ideas for Asia/U.S. Deep-Value Wide-Moat Stocks are generated from screens, insider trades, 13Fs, fund manager letters, analyst reports, blogs and forums. The initial ideas sourced are subsequently evaluated using The Cheapness-Safety-Quality (CSQ) framework, applying customized investment checklists to ask the right questions of the investments in question, along the dimension of cheapness, safety and quality. Asia/U.S. Deep-Value Wide-Moat Stocks' value investing philosophy borrows from the wisdom of value investing gurus, using both quantitative screens and qualitative inputs to filter the global stock markets for investment ideas.
Philip O’Connell holds a BE in Civil Engineering from the National University of Ireland Galway, a MSc in Project Management from the UCD Michael Smurfit Graduate Business School and is currently working in a business transformation role in London. Although coming from a non-traditional investment background, his strong analytical skills, business acumen, and multi-disciplinary approach equip him with a unique skill set for investing. He has recently passed the CFA Level 1 exam and is a Candidate for Level 2 in June 2017.
Philip has traveled to more than 22 countries worldwide and has worked in three of those. He enjoys surfing, hiking, running and adventure riding.
Value investing - open to all techniques and approaches.
Sophocles, a Fulbright scholar and Chartered Financial Analyst, has over 15 years experience in the global financial markets. He manages institutional money based on his personal investment strategy (known as FatAlpha). He spent over 11 years at an award-winning London-based emerging markets hedge fund while was previously employed in the brokerage and investment banking industry. A strong believer in value investing, Sophocles is passionate about the markets and his pursuit of investment alpha. His strategy consists of combining quantitative models with his own qualitative analysis. Sophocles graduated from the University of Illinois at Urbana-Champaign with a double major in Economics and Finance.