I am a former hedge fund portfolio manager that trades for my own personal account. I espouse Graham and Dodd/Buffett style investing, always on the lookout for value equities or bonds. A graduate of Northwestern's Kellogg School of Management, I lived in NYC for a decade before relocating with my family to the Charlotte, NC area in 2007. Currently I am the Chief Analyst at sharpeequities.com. For more information on my current endeavor, feel free to find me on LinkedIn.
I am a retired lawyer. I know little about investing, but my deceased husband was very good at it and had lots of fun doing it. Alas, I didn't pay much attention, partly because I thought that skill was beyond me. The good news is that (beyond me or not) I have significant assets to manage. The bad news is that I have a lot to learn. Thanks to some of the contributors on Seeking Alpha who are excellent and generous teachers, I AM learning.
I approach investing from a value perspective and look for opportunities that, within reasonable consideration, can appreciate by at least 20%. I prefer to practice patience by holding positions for the long-term and buying on dips.
I am also an undergraduate, amateur writer trying to improve my analysis abilities while simultaneously helping others. If interested in learning more or discussing any possible positions, feel free to follow and shoot me a PM.
*************Original User account: 17741882***********************
General : Aspiring Equity Analyst with 7 years of professional and personal investment experience. Primary focus is Value and Growth both domestic and abroad (Europe and Latin America)
Professional Experience: Hedge Fund Assurance and Valuation Services ( AUM 100M - 10B). Exposure to almost every investment strategy and product on the market. Strategies ranged from typical Long/Short Equity & Structured Products such as MBS and CDOs, all the way to reinsurance funds trading catastrophe linked bonds.
Licenses: CPA (NJ) Certified Public Accountant
CFA Candidate - Level 1 June 2016
Very proud Rutgers Graduate- New Brunswick Campus - GO Scarlet Knights ! -
Major: Bachelor's of Accounting
SevenSeas Investment Research was created to provide investors with honest, deeply considered, detailed, passionately conducted, straight forward, value focused, fundamental investment research on a variety of asset classes and market topics.
I use a combination of traditional value focused fundamental research and a proprietary method of stock selection that can be adjusted to meet a dynamic mixture of different risk tolerances, and various other investor criteria to construct concentrated and unique portfolios to any given individual's investment needs.
My deep knowledge of Alternative Investments and Accounting (both GAAP & IFRS), as well as my exposure to dozens of successful hedge fund portfolios and complex investment securities, provided me with a unique perspective few obtain of a side of the market unseen by the retail investor. I wish to share my passion and knowledge for the markets that has grown to an obsession over the last 7 years with the SA community, to bring value to investors ranging from beginners, all the way to seasoned professionals, and network with the thousands of talented individuals from around the world who come to the platform seeking the same objectives.
My overall mission is to provide readers with valuable research to assist them in making wise investment decisions. All articles are my own personal views, and do not constitute investment advice. **Please be sure to contact your own investment professional when considering purchasing an investment.
SevenSeas will remain dedicated to providing a complete, and consistent level of work and appreciation for the readers. The highest standards of ethics and professionalism will be displayed at all times. I welcome all feedback and can be reached via direct messaging. Best of luck to all, and I hope you enjoy the work.