JGR Capital Partners is an international equity research and investment advisory firm focusing on public companies under $2 billion in market capitalization. We are headquartered in New York City, with affiliate offices in Los Angeles, Shanghai, and São Paulo. Our team of experienced analysts form investment theses based on company and sector expertise, with a strict focus on fundamentals and valuation.
Tom is a Portfolio Manager at Angeles Partners.
Prior to founding Angeles Partners, Tom was an investment analyst with Capital Research Global Investors (CRGI) in Los Angeles. CRGI manages the American Funds family of mutual funds. While at CRGI, Tom managed a sector portfolio of more than $300M. Before that, he was an analyst with Standard Pacific Capital LLC, a long-short equity fund in San Francisco where he covered technology, media and telecom. He was formerly an investment analyst at the venture capital firm Rustic Canyon Partners LLC in Santa Monica. While attending Stanford Graduate School of Business, Tom was a summer intern at Dodge & Cox Funds, the 7th largest mutual fund company in the US, where he covered industrials and specialty financial services during the financial crisis.
Tom holds an MBA from Stanford University Graduate School of Business and an A.B. in Mathematics from Harvard College, Magna Cum Laude.
I am professionally a real estate lender/investor in mortgage workouts in distress. My edge is an area undiscovered, not easy to move around more than a few million at a time and is largely a fragmented, although after 8 years of stimulus, value is becoming scarce. Recreationally, I am a private pilot, sailor and skier. I speak some Japanese and Spanish and have lived and worked on most continents. I manage friends and family self directed 401K's, IRA's, and HSA's as well as my company investments. About 80% of my net worth is in mortgages or real estate, the remaining is in public exchanges.
Arquitos Capital Management is the general partner of a value-oriented hedge fund, Arquitos Capital Partners. Launched in 2012, Arquitos Capital Partners focuses on company-specific situations such as reorganizations, recapitalizations, liquidations, spin-offs, break-ups, rights offerings and other unique circumstances. Steven Kiel is the president and chief investment officer of Arquitos Capital Management. He is the portfolio manager of Arquitos Capital Partners, a private investment partnership focused on value-oriented holdings. Steven is a judge advocate in the Army Reserves. He is a veteran of Operation Iraqi Freedom and currently holds the rank of major. Prior to launching Arquitos Capital Management, he was a lawyer in private practice. He has been quoted in The Wall Street Journal, Bloomberg, MarketWatch, Deal Journal, The Atlantic, USA Today, and other publications. Steven sits on the board of Sitestar (OTCBB:SYTE), a Virginia-based real estate investment company. Steven is a graduate of George Mason School of Law and Illinois State University, and is a member of the bar in Illinois (inactive) and Washington, D.C.
Value investor at heart, but really enjoy "special situations".
I Live in a Chicago suburb, and enjoy competitive sailing.
I have a day job as a Program Manager (Engineer) for a privately held manufacturing company.
My academic background is in Engineering and management.
Besides one basic accounting course at university my investment knowledge is self-taught.
Reading books, SEC filings, annual reports, analyst reports, blog posts, MOOCs, message boards and listening to select podcasts and conference calls has helped me enormously to evolve as an investor.