Author: The Safe Investor - 2014 Former Chairman/CEO of Nikko Asset Mgt. , Tokyo; Goodmorning Securities, Seoul; Jardine Fleming U.T. Hong Kong President-Charles Schwab and Co. -1995-1998 President - Fidelity Investment Advisor Group; National Financial Institutional Services - 1987-1994 Harvard University, MBA, 1978 - Baker Scholar
The author is an analyst with an emerging markets focused hedge fund. Previously, he worked for sell-side equity and commodities research covering technology and food sectors. He graduated from UC Berkeley with a major in finance.
Working and investing in the US since the early 90's. Would be considered conservative having limited myself almost exclusively to mutual funds during much of that time. Now branching out into ETFs, individual stocks and other vehicles. Having grown my hazelnut, now getting a little more adventurous with some "fun" money. Greatest interest is in safe retirement portfolios throwing off useful levels of income with small risk of capital loss.