SurlyTrader is a portfolio manager at a large financial institution who specializes in trading derivatives. He has been in the financial services industry for over a decade and would like to share his experience and enthusiasm in the financial markets with those who have a natural curiosity and passion to learn. He completed a BS in Computer Engineering with Mathematics minor, and a MBA in Finance. He is also a CFA Charterholder and Global Association of Risk Professionals Financial Risk Manager (FRM).
Two Rivers is dedicated to providing actionable, high quality investment ideas, with an emphasis on short ideas, to institutional investors.
Our process combines a quantitative ranking system with a fundamental research overlay. We identify companies at high risk of a declining stock price for short sellers and at least risk for long positions. This hybrid process has produced consistent and meaningful returns for long/short and long clients.
Charterred Accountant in Canada
Was a professional in the investment business in Canada in corporate finance, as a security analyst, as a stockbroker, founded a short term, technical analysis based trading fund and ran it for 5 years, retired in 1994.
Played golf until arthritis ended my ability to play
In 2011 resumed my trading system, is now a work in progress.
Am presently trading ETF's, stocks and options, go long, short and hedge
Gaudi Schneider is currently a stay-at-home dad with previous exposure to portfolio management and derivatives. Interests include investment strategies and concepts of portfolio construction, as well as back-testing of systematic strategies.
Self directed investor. I run my own investments via an online brokerage account and have been building retirement savings for many years at a brokerage house. Focused on investing carefully with an eye to total return (including return of principal) and proper asset allocation based on input from the writings of the many knowledgable writers on SA. Pimarily investing in non-taxable retirement accounts and always looking for both value (low PE/G ratio) and how to avoid or offset undue risks. That said, I am open to GARP, Dividend Growth, International, and contrarian investment approaches. Working towards a more concentrated portfolio over time to enhance returns. Some day I may write on SA.
Alex Lega is Head of Investment at an independent financial company
Mr Lega was formerly working for a large Investment Bank in London where he was advising institutional clients on complex structured products strategies and various investment opportunities. In 2006, realizing how Europe would reach a dead end sooner rather than later, Mr Lega decided to bet on Asia and left the UK for the "tiny" (yet vibrant) city state of Singapore. Over the past 5 years, he has developed a strong network in Asia allowing him to gain in-depth knowledge of the culture and economics of the region.
Since, Mr Lega has been known for pragmatic and accurate warnings on the UK and the US economies, his bullishness on Asia and for calling the rise of Commodity prices, Asian Equities, Real Estate and Intellectual Property.
Tales From The Future (tftf). I picked my nickname because many advisors and investors claim they can predict the future of the (stock) markets and somehow pick the winners. I don't. I usually do not engage in short-term trading and myopic analysis (quarter by quarter, without looking at the big picture). I like to work with long-term scenarios with a focus on possible disruptions in the technology and energy sectors. I look into value and contrarian ideas as well as emerging technologies and growth stocks worldwide, both on the long and short side. I also like to discuss the influence of monetary policy on global stock markets. I am fiercely independent in my investment research and therefore use the image of a lone Ninja. This influenced my investment principles for the past 20+ years: Pick your targets with patience. Do your OWN diligence. Never follow the herd blindly: 'Men, it has been well said, think in herds; it will be seen that they go mad in herds, while they only recover their senses slowly, and one by one.' General Sector Focus: Technology/Internet, Value, Disruptors, Energy/Alt Energy, Entertainment Stocks and Monetary Policy/Geopolitics. Geographical Focus: USA, Western Europe, Japan. Sector 'Halo' Focus Stocks: AAPL, TSLA... PS: Not a native English speaker. I apologize in advance for any typos and grammatical errors.