Whitney Tilson is the founder and Managing Partner of Kase Capital Management, which manages three value-oriented hedge funds. Mr. Tilson is also the co-founder of Value Investor Insight, an investment newsletter. Mr. Tilson has co-authored two books, The Art of Value Investing: How the World's Best Investors Beat the Market (2013) and More Mortgage Meltdown: 6 Ways to Profit in These Bad Times (2009), was one of the authors of Poor Charlie’s Almanack, the definitive book on Berkshire Hathaway Vice Chairman Charlie Munger, and has written for Forbes, the Financial Times, Kiplinger’s, the Motley Fool and TheStreet.com. He was featured in two 60 Minutes segments in December 2008 about the housing crisis (which won an Emmy) and in March 2015 about Lumber Liquidators. He served for two years on the Board of Directors of Cutter & Buck, which designs and markets upscale sportswear, until the company was sold in early 2007. Mr. Tilson received an MBA with High Distinction from the Harvard Business School, where he was elected a Baker Scholar (top 5% of class), and graduated magna cum laude from Harvard College, with a bachelor’s degree in Government. Mr. Tilson spent much of his childhood in Tanzania and Nicaragua (his parents are both educators, were among the first couples to meet and marry in the Peace Corps, and have retired in Kenya). Consequently, Mr. Tilson is involved with a number of charities focused on education reform and Africa. For his philanthropic work, he received the 2008 John C. Whitehead Social Enterprise Award from the Harvard Business School Club of Greater New York. He is a member and past Chairman of the Manhattan chapter of the Young Presidents’ Organization. Mr. Tilson lives in Manhattan with his wife and three teenage daughters.
I am in college pursuing a dual major in both Finance & Accounting. I am enthralled by every aspect of the Financial Markets and love studying, researching, and actively managing an Equity portfolio. Currently interning at a mutual fund Dreman Value Management in Palm Beach, FL. I thoroughly enjoy the Equity Research and Portfolio Management sides of the business. I primarily seek to identify undervalued companies that are currently unloved by the market thus presenting and opportunity for the patient investor. I tend to focus on special situations / even driven / Sum-of-parts / activist plays.
Value Investor in Energy, Real Estate, Transport, Retail, Manufacturing, Media, Finance & Insurance
2009-today: Global Partners Fund, Partner
2006-2009: Babcock & Brown, Private Equity Investor for infrastructure & energy assets
1997-2001: UBS Warburg, Associate Director Corporate Finance,
2008-2012: Board Member & Controlling Shareholder Imperial Parking Corporation, parking services, Canada
2008-2011: Board Member Coinmach Services Corporation, laundry services, USA
2011-2012: CEO Gutta International AG, manufacturing of Bitumen Roofing Sheets, Switzerland
2004-2006: CEO & Owner Mewag AG, manufacturing of tube bending machines, Switzerland
2001-2003: COO Obtree Technologies AG, content management software, Switzerland
Sophocles, a Fulbright scholar and Chartered Financial Analyst, has over 15 years experience in the global financial markets. He manages institutional money based on his personal investment strategy (known as FatAlpha). He spent over 11 years at an award-winning London-based emerging markets hedge fund while was previously employed in the brokerage and investment banking industry. A strong believer in value investing, Sophocles is passionate about the markets and his pursuit of investment alpha. His strategy consists of combining quantitative models with his own qualitative analysis. Sophocles graduated from the University of Illinois at Urbana-Champaign with a double major in Economics and Finance.
Scott has been trading equities for over 15 years, a majority of which were OTC micro-cap stocks. He started trading high risk stock options over the past 7 years, and has proven winning trades in excess of 15,000%. As one of the Co-Founders of optionmillionaires.com, Scott enjoys sharing his knowledge with other investors through timely blog posts, daily watch lists in the forum, weekly webinars, and helpful commentary in the chatroom.