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.
I enjoy spending time day trading and analyzing the market. I’m always looking for a good swing or day trade, but mostly I’m focused on finding stocks that will hit big and up-list from the OTC to the big boards. Basically, almost all of my portfolio is traded daily, especially considering I tend to look over multiple market segments for trades instead of spending all my time on one section. I’ve been analyzing and trading stocks for over 9 years now, and I have a strong understanding of trends, as well as the knowledge to make smart trades.
I am a long term investor with over 25 years experience. My goal is to choose good companies that will grow over time and provide a solid return. I'm not looking to get rich quick, just get rich before I retire!
Finance graduate student with previous professional experience from banking and investment management industry. Successfully passed Level I of the CFA Program (June 2016). All articles are my opinions and do not constitute investment recommendations.
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.