Rob Romero works at Connective Capital Management, a firm investing in equities in high growth and misunderstood markets like technology and alternative energy. Before Connective, Mr. Romero studied engineering and economics at Stanford and worked in the technology industry for many years as engineer, product manager and entrepreneur/founder.
I am a physician and an Individual Investor. I try to value the endless wisdom of Jean-Marie Eveillard, Peter Cundill and Warren Buffett. I focus extensively on identifying sustainable competitive advantages, management practices and complicated business structures with difficult to value companies. I tend to concentrate on deciphering value in special situations, initial public offerings and distressed macroeconomic situations. Hence I find myself investing in emerging market equity, contrarian situations and intangible brand values.
I am gradually moving from value spotting to value creation opportunities. Simultaneously I am focusing on Small Caps with sustainable advantages to identify potential disruption opportunities. Since I only invest my personal and family finances, absolute real return with downside protection is an absolute requirement of my investment style.
I have over twenty years experience on the buy side and sell side of the street. I have been an investor in all asset classes, including private companies in the technology and healthcare / life sciences sectors.
I am a 23 year wall street veteran who has worn many hats throughout my career. I have been a Financial Advisor, Portfolio Manager, and a trader for hedge funds. I have also participated in various investment banking transactions throughout my career.
I have spent the last several years devoting the majority of my activities to micro cap stocks, one of the few investment landscapes where a discernible edge can be found.