Pedro de Noronha is the Managing Partner and Portfolio Manager at Noster Capital. Before forming Noster Capital in September 2007, Pedro de Noronha managed the European Special Situations Portfolio for the Proprietary Positioning Business at JP Morgan, where he was employed from 2003. Prior to this, Pedro de Noronha was a mergers and acquisitions analyst for the energy team and global debt markets associate covering Portugal and Italy at Merrill Lynch. Noster Capital was formed in September 2007 and is a London based hedge fund which invests globally following a value investing philosophy focusing on absolute returns. Noster was largely profitable during the string of the worst months of the financial crisis The Noster Capital Fund was launched in March 2008 and is a Global Value Fund which invests in both long/short strategies along with other asset classes. The fund is a value investing fund; it typically invests in equities offering value opportunities relative to intrinsic value, and the exposure is hedged against the market, depending on the stage of the market cycle and on the manager’s view of overall market conditions. The fund invests in any asset class and any cap, and also invests in unlisted investments.
Portfolio Manager, Puplava Financial Services, Inc. - Registered Investment Advisor
Registered Representative, Puplava Securities, Inc. Member FINRA/SIPC
Chris graduated magna cum laude with a B.S. in Biochemistry from California Polytechnic State University, San Luis Obispo. He joined PFS Group in 2005 and is currently pursuing the designation of Chartered Financial Analyst. His professional designations include FINRA Series 7 and Series 66 Uniform Combined State Law Exam. He is the lead portfolio manager of PFS Group's Dividend Growth Managed Account, Strategic Real Return Managed Account, and the Precious Metals Managed Account. Chris also contributes articles and Market Observations to Financial Sense.
Chris utilizes a top-down approach with an emphasis on macro economics while also taking key inputs from the market to formulate an investment narrative and structure portfolios. Chris utilizes a strict disciplined risk management system to protect client capital for all market conditions.
Hedge fund analyst, 6 years investing experience, mainly looking for special situation opportunities in small-mid cap firms with significantly asymmetric risk/reward profile
I manage capital of my family. Do my own research on companies. Invest not speculate. My investing horizon is 20 years plus.
Investment backgroud: All the knowledge that I have about investing and markets is mostly self taught. I believe that investing should not be complicated, and has to make sense. The companies, that I decide to become a part owner through the means of common shares, has to have an understandable business model (at least, I have to understand how company makes money), have a distinct features or economic moats which make the business model sustainable, and a reasonable price tag. I am not interested in turnarounds, and fly-by-night companies. Time is the most valuable resource, therefore I concentrate on the best of breed companies. I consider people like Charles Munger, Warren Buffett, David Einhorn, Bruce Berkowitz as my mentors, as I learnt a lot from these gentlemen.
My approach: I do not have a specific approach to analyzing companies. I follow the advice of WB, and immerse myself into the company filings, transcripts, presentations, articles and interviews. First things first, so my main objective is to understand the business model of the company and the industry dynamics. All the other factors, like appraisal and forecasting comes next.
Currently, I live in Astana, Kazakhstan, Have a wife and a son. Speak fluently Turkish, Russian, English and Kazakh.
My favorite quote: "There’s much to be said for just putting one foot in front of the other every day." - BRK Annual Letter of 2006.
Whether you are a large or small firm, GeoInvesting will cater to your needs and create a sound process for corporate diligence. Our specialty is Portfolio Protection – in fact, every aspect of what we do boils down to various ways that your M&A process or investment portfolio can be safeguarded against red flags.
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I am currently an individual investor with focus on event-driven trading and long-short opportunities. I graduated Emory University in 2009 and am also a finance Phd dropout from UCLA Anderson. I could be reached at firstname.lastname@example.org
I am 38 years old, married and have two daughters 3 and 5. I live upstate New York near Ithaca.
My aim is to be objective about the macro investment environment and to provide sound analysis on stocks.
I'm a fan of the following people to help give a perspective of my biases I may hold with regards to investment and economics: Adam Smith, Milton Friedman, Charles Schwab (Steel Tycoon), Martin Armstrong, Peter Bernstein (Author), Henry Ford, Ayn Rand, to name a few.
Avi Gilburt is a lawyer and accountant by training. He formerly was a partner and National Director at a national firm.
Mr. Gilburt is also the Managing Member of Gilburt Financial Services, LLC, which provides:
- Financial market analysis to the public through ElliottWaveTrader.net;
- Elliott Wave market analysis to institutional clients;
- Specific stock analysis to retail clients; and
- Webinars and personal coaching on Elliott Wave analysis.
He is also the Managing Member of the of the consulting firm of Gilburt & Associates, LLC, which specializes in transaction structuring and tax services.
Tim Iacono is the founder of the investment website 'Iacono Research', a subscription service providing market commentary and investment advisory services specializing in natural resources.
He also writes a financial blog known as 'The Mess That Greenspan Made', a sometimes irreverent look at the many and varied after-effects of the Greenspan term at the Federal Reserve.
Use the links below to visit Tim's website/blog.