Ranjit Thomas, CFA manages a long short equities portfolio with the intention of generating steady returns with limited volatility and risk. He has experience working in the management consulting, private equity and hedge fund industries. His style of analysis is fundamental and focused on the numbers. He can be contacted via his LinkedIn profile or by email: his initials at spicecap.net.
David has a keen interest in financial markets, especially long-term investments in publicly-traded shares and ETFs. What brought David to the world of finance was one of the first highly popularized demo trading competitions in the Czech Republic, in which he did exceptionally well. After this experience, David, full of confidence, set up a trading account, lost a substantial part of his savings and realized that he knew almost nothing about the fundamentals of trading and investing. However, his desire and curiosity about whether he would be able to smartly invest his savings survived. He started reading a lot and developed his own investment philosophy over time. While attending the university, he gained his first working experience at local bank's dealing desk and in a small asset management firm in Prague, where he worked as a research analyst. Currently, David pursues a postgraduate programme in Wealth Management at Queen Mary University of London and is looking for a full-time job opportunity where he could capitalize on his previous experiences and further develop his skills. In his free time, David enjoys exercise (high-intensity interval training, yoga, weight training, running, tennis, squash), travelling and meeting new people.
I am a finance and investment professional, working as a Wealth Manager in a well-reputed fund management/asset management company. I have experience of more than five years working in the finance and investment industry. CFA Program really helped me to have depth knowledge of financial markets around the world. I have a thorough understanding of the theoretical as well as practical approaches of the challenging profession of finance & investments.
A snapshot of my activities is as under:
I regularly communicate portfolio and market strategy to existing and prospective clients based on strategic and tactical market outlook and individual client circumstances.
Performed financial advisory and consultancy to individual and corporate clients.
Financial Statement Modeling (Spreadsheet Modeling) for different investors. Financial statement projections, share price valuation, sensitivity and scenario analysis.
I have experience of business valuation (public and private company valuation) using different types of valuation models like dividend discount model, discounted cash flow model, enterprise value multiples using fundamental analysis. Used NPV and IRR techniques to value projects. Made financial plans for different clients.
Advised entrepreneurs and small businesses how to get most out of limited resources.
Making investment policy statement (IPS) by Interviewing clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
Provided advisory services about Capital Market Expectations, Portfolio Management Techniques (Planning (IPS), Implementation and Monitoring), and how behavioral factors affects investment decisions.
Advised how to invest prudently in equity and fixed income segments of capital markets.
Prepared detailed analysis how economic and political factors (like interest rates, inflation, population demographics, growth rates, changing governments and government decisions) affects investments.
Conducting in-depth Financial Due Diligence for Investments, Businesses, Corporate finance activities, Mergers & Acquisitions, Private Equity, and other related activities.
I managed a portfolio of stock investments. I analyze stock exchange behavior regularly, monitoring the factors that affect investments.
A.J. D'Asaro is a Alternative Strategies Analyst on an alternative manager research team, where he covers international currency, hedge fund replication, long/short equity, and market-neutral strategies. He co-manages a small-cap value investment partnership with the Chicago Investment Association during his spare time. Prior to that, D’Asaro worked at Parallel Advisors LLC, a San Francisco based registered investment advisor.
D’Asaro holds bachelor’s degrees in economics and business administration from the University of California-Berkeley and the Haas School of Business. During his time at Haas, he managed an investment pool of more than 200 investors using a bottom-up fundamental value strategy.
All articles reflect my personal opinion only and not the views of my employer or any of its subsidiaries.
Surgeon with a highly varied background. Mixture of buy and hold equities and higher risk securities and LEAP calls.
The picture is James K. Polk; one of our most successful and underrated presidents. Ran for office stating he would accomplish 4 things. Accomplished all four, died shortly after his term completely exhausted.
I am a 30 year old individual investor that maintains my own portfolio with preference to the DGI strategy. I have a 401k that I contribute to as well to earn matching contributions. I also invest in growth stocks, in which I believe have substancial upside at a reasonable price. I have been growing my portfolio through regular contributions and spend a lot of time researching and learning with content from SA, Schwab (Morningstar) and Yahoo Finance. I plan to write a few articles in the future about my life and investing decisions. Thank you for your time and I hope to provide quality content that can create some excellent dialogue.