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Ryan Barnes » Profile

Epiphany Investing (http://epiphanyinvesting.com) is edited by Ryan Barnes, a financial writer and analyst focusing on equity investment strategies and asset/sector allocation models. Ryan has over 15 years of experience in portfolio management and investment research, covering equities, fixed income and derivative products. Ryan has worked with Merrill Lynch, Goldman Sachs, Charles Schwab, Morgan Stanley and many others as an institutional trader, and maintained AIMR-compliant performance for hundreds of high-net-worth investors.

His market commentary appears regularly on Investopedia.com, and his analysis has appeared in Barron's, WSJ.com, TheStreet.com, and Forbes.com, among others.

At EpiphanyInvesting.com (http://epiphanyinvesting.com/), equity analysis originates within a methodical, objective, and analytical framework. But true success involves equal parts science and art - and this starts with a solid belief in the way the world will be in the future. From that belief can come logical theories that apply to specific technologies, business models, and industries.

Failures should be appreciated as much as successes, so long as the investor can approach both with a relative calm. Success in the long run is the only goal which truly matters, so we must practice with intent, no matter what the short-term noise reinforces or contradicts. The markets are always seeking an inherent balance, and our research style seeks to follow the markets and profit from imbalances when they appear.

Ryan Barnes' Company

Epiphany Investing Epiphany Investing maintains the Secular Trends Model Portfolio, which seeks to find the most profitable beneficiaries from secular trends.

What are secular trends? Quite simply they are investing themes that play out not quarter to quarter, but over years and decades. These are the themes that have produced the largest companies in the world.

Too much of our financial industry has become driven by quarter-to-quarter, even minute-to-minute trends. These are white noise, and nearly 100% of investors (professional or DIY'ers) who try to profit from these will lose money over time through frictional trading costs and taxes.

At Epiphany Investing we try to not just view the forest through the trees, but find the great forests of the future. To this end, turnover at the Secular Trends Portfolio will be kept to an absolute minimum. At some point in the future the public's window to the model portfolio will be closed, and only like-minded investors who have signed on to our performance and management style will come along for the ride.

In the meantime, we invite all to read and join in the discussion as to what are the real long-term trends driving the global economy.
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Snapshot
  • Portfolio manager
  • Trading frequency: Infrequent
Interests:
  • Dividends & Income
  • ETFs
  • Stocks - long
  • Tech Stocks