My name is Ben and I am a generalist equity research analyst for Right Wall Capital. Right Wall is a small, long-short equity, financials-focused hedge fund located in New York City. Prior to working at Right Wall I worked as an analyst at Blue Ram Capital, another long-short equity hedge fund located in Rye Brook, NY. Even though I am a generalist, I have an expertise in regional banks and am developing a deep understanding of asset managers as well as re-insurers. I also have many years of commercial real estate experience, a fact that I believe gives me a unique perspective on the current real estate crisis. I have a BS in Economics from the Wharton School of Business at the University of Pennsylvania. I plan to attend the Anderson School of Business at the University of California-Los Angeles in the Fall of 2009. I am a member of the Sum Zero Network and the Wharton Hedge Fund Network.
I am a partner in Hong Kong based GFM Group that provides investment research to professional investors and capital markets training to finance professionals.
I also manage a private investment firm called Lexington Wall Partners that invests in value and special situation opportunities globally.
I have nearly 20 years of experience in finance, having held capital markets and corporate finance positions in New York, London and Hong Kong. I hold two masters degrees in finance from London Business School and Asian Institute of Management / McGill University.
I am a believer in value and special situations investing. I am a bottom up investor, and tend to look for "low risk, high optionality" type of opportunities. For me, risk is permanent loss of capital, not volatility or temporary drawdowns. I also tend to gravitate towards moderate concentration with 15-20 positions. I avoid margin leverage, try to keep my turnover below 15%, and express my positions through stocks, bonds or listed options.
My edge comes from three sources.
a) Having an investment holding horizon of around 5 years, which gives me the benefit of lower investor competition.
b) Deploying unleveraged sticky capital which gives me enormous staying power and an edge over mutual and hedge funds who manage shorter term capital in general.
c) My ability to deploy both my corporate finance and trading experience in evaluating an opportunity, which sometimes enables me to find obvious mispricing.
I believe that investing successfully is like running a marathon. Its a result of hard work, Charlie Munger's "worldly wisdom" and luck. Its a discipline where experience is cumulative - I make better decisions than I used to, my learnings from the past strengthens my current research.
My heros are investors like Joel Greenblatt, Mohnish Pabrai, Marty Whitman, Charlie Munger and of course, Warren Buffett. I admire not just their investment acumen but also their generosity in educating the world in the craft of prudent investing.
My LinkedIn profile is hk.linkedin.com/pub/anand-batepati/0/558/736/
I post writeups of investments in my personal account on Seeking Alpha. I prefer to focus on small-cap ideas that have limited coverage from the investment community. My approach is bottoms-up and fundamental. I believe value investing works because market participants can be overly enthusiastic or fearful, and so I keep a long-term time horizon with a close eye on valuation.
Alex is an equity research analyst at Granite House Capital Management, a value oriented long/short hedge fund based in Boston. In May 2013, Alex was the feature of a Forbes Magazine article titled, "Meet One Of The Youngest And Brightest Hedge Fund Analysts That Isn't On Wall Street." He started investing in the stock market at age 10 and payed for college by working as an analyst for a Minneapolis based hedge fund. He focuses on the investing methods of great investors such as Warren Buffett. Alex looks to differentiate himself in the industry through persistent hard work and continuous learning. He is the youngest ever admitted member of the SumZero buyside network and was one of 14 buyside analysts in nation to be named to the 2012 SumZero Buyside Analyst Honors which was published in the Wall Street Journal as part of the 'Best on the Street' column and CNBC. Over 8,000 analysts were considered and he had the second highest return on the list. He was featured in the biography of investor Warren Buffett in a book called "Of Permanent Value: The Story Of Warren Buffett,". He maintains a blog called "Alex Bossert's Thoughts On Value Investing" with over 550 subscribers and over 300,000 site views. His work has been syndicated on Yahoo Finance, Google Finance, SeekingAlpha, and GuruFocus.
Linkedin Profile: http://www.linkedin.com/in/alexbossert
Interested in technology and financial markets. Undergrad in engineering, MS in Comp Sci and an MBA in finance. Building tools for individual investors to make more informed decisions about the stocks and mutual funds they choose.
Identify businesses that have long-term sustainable growth opportunities and are trading at a good value.
Mordecai Rosenberg has been interested in trading for seven years and has been trading for the last six. He trades stocks, futures, bonds, options and currencies.
He lives in Ireland with his wife and four children.