Tim Travis is a veteran deep value investor and money manager. Travis has extensive experience in traditional investments such as stocks and bonds, in addition to having a unique methodology of combining options and distressed investing with value investing to generate income, reduce risk, and to add an element of timing. Currently Tim Travis is the founder, Chief Executive Officer, and Chief Investment Officer of T&T Capital Management. T&T Capital Management is an Irvine, California based Registered Investment Advisor that manages accounts for both individual and institutional investors. Travis was born in Laguna Beach, California and became captivated with the value investment philosophy in his early teens through reading books written by Benjamin Graham, and the shareholder letters from Berkshire Hathaway, and the Buffett Partnership L.P. Tim Travis became intrigued by the notion that stocks aren’t just pieces of paper but instead are fractional shares of a business that can be analyzed by comprehensive analysis of the balance sheet, income statement, and statement of cash flows. He majored in Business and Economics at the University of California Santa Barbara, graduating in 2004, and he also had the privilege of studying international economics at the University of Richmond in Florence, Italy. Tim Travis got his feet wet in finance working for both Scottrade and AG Edwards & Sons during his college career. Upon graduation Travis worked at the Vanguard Group in Scottsdale, Arizona. It was there that he learned that most mutual funds underperform their respective indexes, and he became disappointed at the overwhelming diversification in most mutual funds, that really makes most of them function as “closet” index funds. After leaving the Vanguard Group, Travis worked for a small futures and commodities firm in Mission Viejo, California. It was there that Tim developed an adept knowledge of options, particularly the selling of options to take advantage of the higher probabilities involved. It was also during this time in his life that Travis began reading everything he could possibly find on value investing. Some of his role models in the field are Warren Buffett, Martin Whitman, Bruce Berkowitz, Seth Klarman, Peter Lynch, Glenn Greenberg, etc. After working with clients from around the world Travis broke away and started T&T Investment Management L.L.C. At T&T, Travis refined his unique methodology combining value investing, with the selling of options to generate income and reduce risk. T&T experienced explosive growth by partnering with a local commodities firm. After several years Tim Travis realized that without controlling the majority of the company any longer, he didn’t have full control over the company’s strategic direction. Divergent business principles caused Tim Travis to break away and form T&T Capital Management. At TTCM which Tim Travis is the sole owner, he is allowed to offer only the best products and services, at a reasonable price, without conflicts of interest. T&T Capital Management’s goal is build wealth for both individual and institutional investors, and to accomplish these goals Travis as Chief Investment Officer employs his deep value investing techniques. Each account is managed on a day to day, personal basis, and there are no cookie cutter portfolios defined only by one’s age and risk tolerance. Every security is researched and hand selected by Travis and his research team. T&T Capital Management takes pride in first class customer service and research which is regularly communicated to clients for education purposes.
Finsight Funds was established in July of 2016 in order to bring a more modern approach to investing.
The manager of Finsight Funds began investing in the stock market more than 10 years ago. He has experience working for both a large asset management firm (which managed in excess of $50B) as well as a small hedge fund (AUM of $50m), and is now branching out through Finsight. He is a CFA Level 3 candidate for June 2017.
The purpose and mission for Finsight Funds is to help allocate financial resources where they can provide the most value to the world.
Attacked by fire ants in Miami in 1957. First rock concert was Cream in 1968. M.P. in the army. Oracle database administrator in another life. See life in grays. I want to live in a world of respect and diplomacy. Be open to being wrong.
I believe that there is always an opportunity to be found regardless of the markets current performance. I look for opportunities with an emphasis on value investing. Just because a company has poor financials does not mean an opportunity is not present. As Warren Buffett said, “Be Fearful when others are greedy and greedy when others are fearful". I tend to consider this while evaluating potential investments. I am looking to grow portfolios not for tomorrow, but for the future.
Retired from SLB after 44 years in Seismic Data Processing and some Data Collection field work. Investing focus on
1) energy related companies related to Bakken, Permian Basin, Eagle Ford and Niobrara.
2) also undervalued dividend and safe growth stocks
I have been actively investing in the stock market since early 2008. My mentors are Warren Buffet, Sir John Templeton and Peter Lynch. I have incorporated the best ideas of all three into my own unique strategy. In 2010 I began to favor income investing, but I still devote time from my busy schedule to researching growth stocks. I successfully navigated the stock market during the Great Recession and came out profitable in the end. I once read that to become truly profitable in the stock market one has to find his own way, this is what I have done.