A fund manager who cut his cloth in Schroders London. He joined Coronation South Africa in 1998, running the Smaller Companies Fund which had the best 5-yr record in the sector during his tenure. In 2005 he left Coronation to pursue his passion in writing (and invest without constraints). He recently completed his first novel, a financial thriller called "White Man's Numbers" which can be purchased from Lulu.com and Amazon. Highly acclaimed, See excerpt and reviews on website link below.
I run a small, private long/short portfolio. I focus on long term value, with a full expectation of showing paper losses in the short-term. Agnostic on the topic of catalysts. Wary of false precision. Usually ignorant of quarterly results and analyst forecasts. Seeking durable insights on business models and industry trends, and general wisdom.
I am an individual investor.
I started doing dividend growth investing then moved to a more broad spectrum of investing including value, garp, and also investing with special management. I am especially interested in outsider type companies (but not only).
I will try to take a broader view of the business and strategy instead than a short term one and hope to spark some discussions about the fundamental value and development of these companies.
Some of my positions are based on third party analysts that I found compelling. I wish to remain anonymous to keep my work life separate.
Private full time investor since 1994, graduated in medicine, with interests in art and philosophy coming from Italy and living in Hungary, dealer in old masters painting until 1996. Overcame 2 big market crashes in 2002 and 2008. The strategy is to divide the assets in 2 categories: the first one invested in long term holdings and and the second for short term investments and trading.
Camellia Capital Management is a private investment partnership formed in 2014. Its inaugural fund, the Camellia Fund, runs a long/short equity strategy with a focus on all-cap value investments. Its chief goal is to grow partner capital irrespective of broader market movements.
I defined myself as a value investor interested mainly in technology stocks but I also consider energy, basic materials, REIT investments and companies with a moat. My strategy is to look for undervalued companies at a fire price with attractive risk/reward. I tend to invest in short term trading opportunities via options but I also invest my money in long term opportunities to generate dividend income and growth.
I closely follow the technology sector on a day to day basis and I like to trade call and put options to benefit from the greed and fear of financial markets. I design some more complicated options' strategies as well. Finally, I like to write cash covered puts to enter a position at an attractive price or sell covered calls to generate some additional income while holding my positions for the long haul.
I'm currently closely watching GRPN, DDD, BBRY, PBR, VALE, AMD, FB, TWIT, KIV, AAPL, SNR, IBM, INTC, HAL, XOM, NFLX, LINE, HLF, CCJ and RWLK.
"Be greedy when others are fearful and be fearful when others are greedy".
Feel free to reach me at kasteelresearch (at) yahoo.com or via BBM, if you have any questions.