Worked as Intern at JPMorgan Securities in high school on the REPO desk, and later did project management. Interned at Cohen Specialists on AMEX floor during college. Currently Studying for CFA. Want to obtain a research position in equities or fixed income. Value Investor, focusing on long-term dividend appreciation. I supplement portfolio dividend income by selling calls against stock owned, and puts against cash held, I do not use leverage ever. Outperformed S&P by 3% in 2013, 2% so far in 2014. Minimal trading.
Secret Identity of 30-year Wall Street Analyst with Long Career on Sell-Side and Buy-Side.
Currently running a small-cap value strategy for institutional clients.
Put out weekly radio show at www.thevalueguys.com
Phil Timyan is a private investor and hedge fund manager with over 25 years professional experience in community bank stock investment and shareholder activism.
Over the years, Timyan has filed 13-Ds in ALGC, HRTB, FSVB, GSLA, RFSV, COMB, and RYFL. In 2003, he helped recap COMB by buying a 9.9% stake and joining their Board until its sale in 2006 to SUPR. He is currently serving on the boards of RYFL and Royal Bank.
Since his graduation in the 1980s with a BA in General Business Administration and an MBA in Finance from Michigan State University, Timyan's career has included stints as a:
Registered Representative for Oppenheimer & Co in Chicago, IL
Securities Analyst for Feshbach Bros./Stockbridge Partners in Palo Alto, CA
Securities Analyst/Portfolio Manager for GW Ringoen & Co in San Francisco, CA
Founder of two hedge funds, Sands Point Partners LLC and Riggs Qualified Partners LLC
I started and led a consumer products oriented consulting firm for 20 years. We consulted with many of the premier companies including KO, JNJ, SJM, CL, BMY, G, MMM, GIS, MO, etc. After selling the business I wrote a book on investing in Great Companies and started an investment firm that managed three mutual funds with AUM of $1.4 billion using the principles outlined in the book that I wrote. The largest fund outperformed the S&P 500 during the five years that I managed the fund.
After selling the funds I have been involved in various ventures including investment management, a country music channel, and purchasing consumer debt.
Just an average investor... primarily in American equity and bonds.
(Important Note: My articles, blogs, comments, reference links and messages are not intended to be investment advisements; or to value securities. Examples and considerations are hypothetical and educational. Please consult a financial advisor before making investments in any security. Thank you for reading!)
George Spritzer, CFA is a registered investment advisor at Southland Investments and specializes in managing closed-end funds for individuals.
George uses the following investment strategies:1) Opportunistic Closed-end fund investing: Buy CEFs at larger than normal discounts to NAV and sell them when the discounts narrow. 2) Exploit special situations: tender offers, fund terminations, fund activism, rights offerings etc.
I currently live in Washington, D.C. and run a small investment partnership for family, friends, and personal funds. I focus on quantitative screening to generate ideas. I primarily use a proprietary ordinal ranking system which focuses on value, efficiency, and yield. I run a fairly concentrated portfolio with 50%+ of assets in my top five to ten positions. I generally run the portfolio between 50% and 100% net long.
Founded in 2008, we are the general partner of two private investment vehicles (closed to new investors) with a total of $83 million in assets under management. We are not an investment adviser; please do not contact us regarding investment advisory services. If you are an institutional investor who wishes to discuss a shared position, we welcome the opportunity.