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Twenty five years in the business, buy-side and sell-side, European equities. Last eight years in hedge-fund land as analyst and as money-manager. Focused on fundamentals, value investor. Live in Madrid, Spain - in the vortex of peripheral Europe.
- Description: Independent / boutique research firm analyst. Trading frequency: Infrequent
- Interests: Commodities, Developed International Markets, Energy stocks, Stocks - long, Stocks - short
...and pigs can fly! Portugal, Ireland, Greece and Spain: four equity markets devasted by the ongoing Euro-crisis. Within these markets are growth stocks that have been negatively impacted by their domicile, but not in their ongoing businesses: Peripherally-Impaired GROWTH STOCKS if you like,...that can and should fly.
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