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Amvona publishes critical articles on Faith, Investing, Economics and Technology.
The Finding Alpha category of Amvona profiles investments made, including case studies, economic discussion and explanations of the investment rationales.
more at: http://www.amvona.com/about-us
I am an investment analyst from Dublin, Ireland.
I run Independent Value, my investment blog, where I write about my personal investment portfolio in real-time, as well as share my thoughts on investing and finance. My blog serves as a public record of my investment analysis, decision making process and performance.
I subscribe to a value-investing philosophy, and seek to continuously learn from investors such as Warren Buffett, Benjamin Graham, Seth Klarman, Howard Marks and Dr. Michael Burry. Please refer to my blog, Independent Value, at independentvalue.wordpress.com.
My investment objective is to grow my capital over a long-term time horizon by avoiding permanent impairment or loss of capital, and earning an adequate rate of return that at a minimum preserves the purchasing power of my capital.
I'm a private, full time trader interested in both long and short ideas. My training and background are in engineering including a decade of consulting engineering practice. I've since switched over to investing/trading which I've done full time for 15+ years and to which I bring a contrarian style. I've also recently become interested in writing and have published editorials at Forbes, PJM, and a few legacy newspapers.
In investing, I have a heavy focus on reinsurance companies, and I enjoy learning how to value their investment portfolio and underwriting ability, taking inspiration from the reinsurance companies that Warren Buffett used to help build Berkshire Hathaway's investing empire. The other focused sector that I study is deepwater offshore petroleum drilling.
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As Chairman of Guggenheim Investments and Global Chief Investment Officer, Mr. Minerd guides the Firm’s investment strategies and leads its research on global macroeconomics. Prior to joining Guggenheim Partners, Mr. Minerd was a managing director at Morgan Stanley and Credit Suisse. He is involved in leadership roles at a number of civically-minded organizations, including Cedars-Sinai Medical Center and Strategic Partners Among Nations.
Ausonio is an Irish-domiciled global equity long only fund. Ausonio invests globally in public equities, with a highly flexible investment mandate, across geographies and sectors. The portfolio is highly concentrated, in not more than 10 high-conviction names. The investment philosophy is entirely fundamental and bottom-up, with a long term investment time horizon (typically 3 to 5 years). A thorough due diligence process is carried out before making any new investment; current investments are constantly monitored. Basically, the whole idea is to apply a private equity-like investment philosophy to minority public equity investments, yet always taking a passive stance in terms of management.
Prior to the launch of Ausonio, Luca Franza worked as a sell-side equity research analyst in London, first for Standard & Poor’s Equity Research (2000 – 2002), then at Credit Suisse First Boston (2002 – 2005), where he covered Southern European small and mid cap companies, across several industries. In the 2005 Institutional Investor survey, Luca ranked No 3 individually for small and mid cap equity research in Europe. After leaving CSFB, in September 2005 Luca started advising managed accounts for private clients, which subsequently (since May 2008) were aggregated into Ausonio. Over the 9+ -year track record period to December 2014, the strategy delivered over 173% cumulative return, net of fees and virtually unlevered, outperforming the MSCI World by some 120%.