Investment analyst concentrating on (and working in) non-U.S. markets. Favors bottom-up fundamental analysis but recognizes the necessity to apply a robust macro-overlay given linkages of markets, myriad crises and dynamic global economic environment. Sector concentration has been on those... More
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- The Stakeholders Chartbook
Instablogged StocksStocks that instabloggers have most recently written about
- 1 My August, September-15 Strategy Review
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