I come from a physics background, work in the financial services industry, and invest and write about stocks on the side for fun and I hope, profit. I just finished sitting for the CFA level III in June and hope to get the charter one day. As for my investing style, I like to think long-term, I like to do the research, and I like cheap stocks and I cannot lie.
Mr. A. Paul Gill has been the CEO of Lomiko Metals Inc. TSXV: LMR, OTC: LMRMF since June 2009 and CEO of Lomiko Technologies private) since 2014. Mr. Gill developed significant experience in the strategic development of resource companies such as Norsemont Mining,Inc. (Bought by HudBay Minerals for $ 512 million). He has held the positions of President, Chief Financial Officer, Corporate Secretary and Vice-President of Business Development of Norsemont Mining Inc. and served as a co-founding director. Mr. Gill has been a Consultant of AJS Management private) since March, 2001 and a Director with Graphene 3D Lab TSXV: GGG, OTC: GPHBF, Graphene ESD and Epic Mining Corp.
Lee is the general partner of Qualitas Capital Management, a private investment partnership that pursues capital appreciation by seeking superior risk-adjusted investment returns. The partnership invests in the public equities of high quality firms with solid and consistent growth prospects that Lee believes are significantly undervalued based on fundamental analysis. The partnership has a flexible mandate to invest across all business sectors, global regions, and market capitalizations. The partnership typically focuses on firms that Lee believes are relatively underfollowed and often misunderstood yet have what he views as attractive businesses, valuations, and catalysts.
Prior to forming Qualitas, Lee was a portfolio manager at Gator Capital Management ("Gator Capital"). At Gator Capital, Lee was responsible for launching and solely managing the Gator Opportunities Fund (the "Fund"), an open-end equity mutual fund registered with the SEC. During Lee's tenure as portfolio manager of the Fund, he delivered annualized returns of 11.2% (Institutional Class) / 10.9% (Retail Class) from the Fund's inception and outperformed Russell 2500® Index benchmark by 573 and 545 basis points, respectively, over that period. The Fund was ranked in the top 1% of 399 funds in Morningstar's peer category in its first year from inception and in the top 13% year-to-date through October. The Fund was also ranked 10th out of 447 funds in Lipper's "category killers" table in April for year-to-date performance (Wall Street Journal, 5/4/15).
Prior to joining Gator Capital, Lee was a member of the Fundamental Equities Group at Goldman Sachs Asset Management (GSAM). Lee's responsibilities at GSAM covered the gamut of the fundamental equities investment process from idea origination, research, analysis, and implementation to portfolio sector construction and management, risk monitoring, and strategic review. While at GSAM, Lee contributed significantly to the successful launch and growth of all-cap, mid-cap, small/mid-cap, and long/short equity investment products. Lee also provided analytical coverage primarily of the industrials and technology sectors across all market capitalizations.
Prior to joining GSAM, Lee was a co-founder of Tower Hill Securities, a merchant banking firm that focused on funding global emerging growth companies across various business sectors. Prior to co-founding Tower Hill, Lee was a founding member of the strategic consultancy Mitchell Madison Group, and an associate in the Financial Institutions/Services Practice of management consulting firm A. T. Kearney. Prior to joining A. T. Kearney, Lee was also a Faculty Lecturer at Princeton University's Woodrow Wilson Schools, where he co-taught several courses in applied quantitative and economic analysis with Professors Ben Bernanke and Alan Krueger.
Lee is a Chartered Financial Analyst (CFA) and a member of the CFA Institute and New York Society of Security Analysts (NYSSA). Lee received his BA from Yale University, his MPA from Princeton University, and his MBA from Stanford University, all with the highest honors and concentrations in economics, finance, and investment management.
Giverny - the color of money...and my old Landrover. Lifelong technology stock investor who has significant experience working with private and public technology companies in both executive and management consulting roles. Writing research is perhaps one of the best ways to make sure I understand the stocks I am investing in. I follow the blue chips to make sure I understand the sector dynamics and usually invest in small or mid caps, or just generally under-priced stocks, in order to profit.
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Bachelor of Science Microbiology The Pennsylvania State University
Master of Science Microbiology The Ohio State University
Masters in Business Administration California State University, Fresno
Tax Deferred IRA Vanguard
Deferred Compensation Plan, Great West
Investing since 1993 - Scottrade; Charles Schwab tradingplatform; Vanguard
Paolo Gorgo' founded Nortia Research to pursue his passion for equity research. Paolo is an Italy-based investor who mostly analyzes distressed debt and turnaround cases. On Seeking Alpha, he started covering the Telecommunications Infrastructure and Colocation Industry, whose turnaround has been impressive - see Paolo's article: "Equinix's Journey From IPO To The Nasdaq 100 Through Near Bankruptcy".
His commentary has been quoted both by news organizations like Reuters and listed companies like Equinix, Switch and Data, TelX (Digital Realty), etc.
Paolo can be reached at: admin [at] nortiaresearch [dot] com