I am a private investor with a value-slant. In my view value can be found in all parts of the market, sometimes in the form of very low price-to-tangible asset value plays, sometimes in large firms where market pessimism has been excessive and recent management actions and progress on improving financial performance has been discounted. I have been active in the stock market for the last 15 years and, as such, had an opportunity to see one of the greatest bull markets and one of the largest financial crises first hand in my portfolio. I regularly trade a number of stocks and utilise options to actively manage medium and long-term portfolio positions.
John Huber is the portfolio manager of Saber Capital Management, LLC, an investment firm that manages separate accounts for clients. Saber employs a value investing strategy with a primary goal of patiently compounding capital for the long-term.
John also writes about investing at the blog www.basehitinvesting.com, and can be reached at firstname.lastname@example.org.
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Author of the value investing newsletter detailing the formation of the "Punch Card Portfolio" (http://valueinvestorcanada.blogspot.com/). Devon Shire is an accountant and an investor with 15 years experience managing a private portfolio. Devon Shire's preferred portfolio management style is a concentrated approach, investing only when finding opportunities that offer a sufficient discount to the intrinsic value of a business. Devon can be contacted at email@example.com.