My intent is to be a long term investor. I focus my time on looking for outlier opportunities, predominantly on the long side. I have spent the last 18 years as an analyst and portfolio manager for large institutions in both mutual fund and pension fund settings and have been responsible for assets ranging from a few hundred million to north of $1B. I am currently taking a break and spending time building my personal account as, up to this point, I have not been able to invest in the names I follow.
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Portfolio manager of the Granahan Focused Growth investment strategy at Granahan Investment Management. We are a $3 Billion boutique specializing in Small Cap Equities. Launched in 2007, the Granahan Focused Growth strategy ranks in the top 5% of its peer group for the 1 year, 3 year, and since inception periods ended 6/30/12. The philosophy is to get to to know companies one would take if "stranded on a desert island" for many years. These companies have open-ended opportunities, sound business models, sustainable competitive advantages, strong financials, and superior management. This company analysis is then combined with an intense stock valuation methodology centered on a risk/reward and expected return. Particular emphasis is placed on minimizing downside risk. The net result is a portfolio of attractively priced stocks of some of the most exciting and innovative companies in the economy. A two-page summary is available here: http://www.granahan.com/products.shtml
I founded Seeking Alpha, and lead it for its first 10 years until I passed the CEO role to Eli Hoffmann. I started Seeking Alpha after working for five years as a technology research analyst for Morgan Stanley in New York. Seeking Alpha is now the dominant crowdsourced equity research platform.
I wrote the ETF Investment Guide (http://seekingalpha.com/article/15136-etf-investing-guide-one-page-summary-of-the-entire-guide), and I blog about startup best practices at http://davidjaxon.wordpress.com .
I have a B.A from Oxford University and an MSc from The London School of Economics, and am married with five children.
Tom Lydon is editor and publisher of ETF Trends, a website with daily news and commentary about the fast-changing trends in the exchange traded fund (ETF) industry. Mr. Lydon is also CEO of Global Trends Investments, an investment advisory firm specializing in the creation of customized portfolios for high-net worth individuals. He has been involved in money management for more than 25 years. Mr. Lydon serves on the Board of Directors for U.S. Global Investors, Inc. and Guggenheim Investments. In early 2010, Mr. Lydon helped create the CNBC Model ETF Portfolios. Mr. Lydon is the author of The ETF Trend Following Playbook, as well as iMoney: Profitable Exchange-Traded Fund Strategies for Every Investor. He is Co-Founder of Virtual Summits, educational virtual events for financial advisors.
Visit his site: ETF Trends (http://www.etftrends.com/)
The ETF Virtual Summit is the largest exchange traded fund (ETF) investment conference in the world. ETF Trends and RIA Database host this complimentary, interactive conference that exists completely online. The virtual showroom features keynote speakers, panel webinars, an exhibitor hall, a networking lounge and hot topic forums. Designed exclusively for Financial Advisors, this conference allows you to interact with experts in the ETF industry in a unique, virtual environment, avoiding the hassles and costs of traveling. Details on the conference, including agenda, past attendee statistics and sponsor information can be found at www.ETFVirtual.com.
The Alts Virtual Summit is the leading Alternative Investment conference for financial advisors. ETF Trends and RIA Database host this complimentary, interactive conference that exists completely online. The virtual showroom features keynote speakers, panel webinars, an exhibitor hall, a networking lounge and hot topic forums. Designed exclusively for Financial Advisors, this conference allows you to interact with experts in the Alternative Investment industry in a unique, virtual environment, avoiding the hassles and costs of traveling. Details on the conference, including agenda, past attendee statistics and sponsor information can be found at www.AltsVirtual.com.