I am an Associate Equity Analyst at a boutique money management firm. I help to run a concentrated all-cap core fund, specializing on the mid-cap space. I focus on finding and investing in companies with a long-term, sustainable, competitive advantage.
I also created and manage a Large Cap Yield portfolio designed to generate a higher total return than the Dow Jones Industrial Average. This product offers higher growth, higher yield, and low turnover while maintaining a core of Dow components to minimize tracking error.
A core tenet of my beliefs is that in order to gain wealth through investing, you must position your portfolio to hold a well-diversified group of companies (think of them as companies, not stocks), for the long-term, that exhibit sustainable competitive advantages.
I have also completed all three levels of the Chartered Financial Analyst (CFA) exams and I am awaiting enough qualified work experience to receive my charter.