Robert Jackson

I am a self taught generalist who believes that independent analysis is the key to long-term success. My interest is long/short strategies with misunderstood US equities with abundant liquidity that show 2X-5X potential over a 0.5-2.0 year period. I prefer to do deep analysis and want to know enough about the company to test management conviction on strategy in interviews. I don't believe that a catalyst is necessary to own a business which is compounding earnings and allocating capital in shareholder friendly way. However, I like to use the sell-side a fulcrum for variant perception.

My bias is to run a fairly concentrated book with 13-18 positions being between 5-25% at all times. I prefer not to use leverage. ...More Cash can be a significant part of a "best ideas" portfolio. I prefer to hedge lower conviction ideas with lesser allocation. I prefer not to protect high conviction ideas with puts or calls. I have traded my own accounts off and on since 1996.

I've founded and operated multiple businesses. I've done post-graduate work in biology and am using the CFA curriculum as one framework for learning finance. I'm looking to help a portfolio manager or senior analyst at a larger fund where my ideas are better leveraged.