As an investor, I look to acquire long-term, common-stock holdings in businesses that will grow book value over time at a price that can allow this growth to translate into an adequate return on investment. I prefer management to make sound economic decisions, particularly around capital allocation, rather than game accounting reports to meet analyst expectations. I am more concerned by the potential for permanent loss of capital, arising from deterioration in business fundamentals or poor management decisions, than quotation risk; as such, I pay detailed attention to company reports and no attention to technical studies of the stock price.
Gopal Gantayat is the President of The Free Investors ("TFI"), an independent registered investment advisor in New Jersey, and the Portfolio Manager for our flagship Mosaic Portfolio, a long-term, total-return-focused equity portfolio.
Gopal received an MBA from NYU Stern School of Business with specialization in Finance, Accounting and Management. He also holds a bachelor’s degree in Electronics Engineering and a Post Graduate Diploma in Management with specialization in Finance. In the 13 years of his professional career before he founded TFI, Gopal played numerous management and analyst roles in technology departments of financial service firms.
At TFI, we approach investing in stocks with the mindset of a long-term business owner, not as a trader. Before investing in a company, we do a thorough, bottoms-up analysis of the company. When we buy the stock of a company, our intention is to hold it for years and decades to come unless there is a significant change in the future business prospect of the company.
Chris Caballero is the Chief Trader/Strategist and specializes in domestic equities, fixed income, option strategies, and security valuation. He holds a FINRA Series 3, 7, 63 and 65 securities license and is also pursuing his charter in the CFA program. Prior to joining Fifth Capital Management, Chris worked in the Global Wealth Management division for Morgan Stanley Wealth Management.
Jesse is an experienced buy-side analyst. published author, and Chartered Financial Analyst. Previously working as an investment banking analyst with a focus on restructuring while concurrently attending the University of Connecticut (Storrs). After graduating in 2012 he wrote and published his thoughts on investments in the U.S. equities markets, which led to recruitment as a Research Analyst at Iridian Asset Management (2013 - 2016). Jesse also has professional experience analyzing legal dockets and finding special situation investment opportunities and is currently seeking new employment opportunities with Equity Investment Funds (May 2016). He is located in Stamford, CT.
My interest in stocks started when I was in my early teens. My father purchased for my brother and I 100 shares in Disney Studios. He presented us each with the original stock certificate which I still have to this day hanging on my wall. My father charted stocks for a living and taught me everything I know today. I went on to University where I received a masters degree in Sociology and in Economics. I continue to trade weekly and follow in my fathers footsteps to making it my full-time job. I seek out companies I think will make me a profit in the long term. I am fan of social media as I think the "Born Social" generation will bring huge growth and huge profits for those who are invested.