I run a small hedge fund named Ulfberht Capital. The fund started in 2003 and operates much like a family office only investing my extended family’s assets. Ulfberht Capital is a long-only hedge fund with a risk adverse bias. At this time most of the portfolio is invested in bonds and cash. The fund will be 100% invested in high quality stocks when market valuations permit such an investment. My investment philosophy is to invest in companies that have predictable earnings and have durable competitive advantages. I buy at prices I believe will yield 26% annualized returns over a three year period. When stock valuations are not attractive the fund holds mostly cash with some select corporate bonds.
Currently working as an investment analyst and consultant for Nosuris, Inc. in Long Island, New York. Nosuris is a boutique RIA specializing in estate planning, wealth management and risk management.
Marty Hu graduated from Stanford University with a degree in Computer Science and Phi Beta Kappa / Tau Beta Pi Honors. He is now pursuing a technology start-up full time but still enjoys value investing on the side.
I take a long term, value oriented approach to identifying sources of highly attractive returns. While I do not go short, my returns are significantly less correlated with market averages than those of a typical long-only investor.