Kim Klaiman is a full time options trader and founder of SteadyOptions.com. He trades mostly non-directional strategies, like pre-earnings strangles and iron condors. Likes to trade strategies with negative correlation. He lives in Toronto, Canada.
Visit the SteadyOptions.com forum. SteadyOptions offers a combination of a high quality education and actionable trade ideas using variety of Non-Directional option trading strategies for Steady and Consistent Profits.
Follow me on Twitter: https://twitter.com/SteadyOptions_
SteadyOptions performance: https://steadyoptions.com/performance
Ernie Zerenner, co-founder of PowerOptions, has been an active stock trader for over 40 years and an avid options trader for more than 20 years. Each Saturday he would look in the newspaper to find options with the best return Covered Calls. This process would literally take hours. First he had to find the stocks that looked promising. Second, he had to find the best options. Finally, he had to do calculations to determine the best returns.
Ernie thought, "There has to be a better way." In 1997, a colleague and Ernie had an idea - Why not use the power of the Internet to gather the data and use computers to do the calculations. We built a web site to do just that. Ernie used the site to find the best options instead of using the newspaper. Ernie was so excited that he showed it to fellow traders and let them use it also.
It was so successful that he decided to open the web site up to the public...and PowerOptions was born.
Since 1997, PowerOptions has built a winning team to support and continue development of the tools and strategies offered. PowerOptions now includes over 150 pages in its award winning web site and cover 23 of the most popular option strategies. PowerOptions has been reviewed and acclaimed by many in the industry: Forbes, AAII, Active Trader Magazine, New York Post, and Nightly Business Report to name a few.
PowerOptions is so innovative, the US Patent and Trade Office issued us patents in 1997 and 2007.
By 2000, we took over operation of OptionFind.com, a site that has similar options search engine capabilities.
Many of our subscribers told us that they loved the system, but had trouble finding the time to do their own options research. They suggested that we offer an advisory newsletter service. We released such a service under the name PowerOptionsApplied.com in 2005. This service uses our expertise and patented tools to search out, publish, and manage what we feel are great option trades. We offer Covered Calls, Diagonal Spreads and Iron Condors so far, more of your favorite strategies to come.
Also in 2005, we released our first publication in the options education arena. Covered Calls: Aggressive Strategy for the Conservative Investor is a self-study course. It includes a DVD, 130 page book, and a workbook to help beginning option traders learn the basics of the most popular option trading strategy: Covered Calls. The course also includes 2 free months of the PowerOptions online subscription service.
In 2008, we released our second and third publications to compliment our self-study covered calls kit... Naked Puts: Power Strategies for Consistent Profits is a beginner level text that illustrates the details of using cash secured puts to acquire stock at a discount and generate income. It covers the basics of the strategy from understanding the theory, entering a new trade and covers all the way through trade management.
Protective Option Strategies: Married Puts and Collars covers reliable strategies to generate consistent income and provide insurance, especially during times of financial crisis and uncertainty. Topics of discussion include tips on entering protective strategies and the theories behind them, as well as selecting the right stocks and proper protective combinations for investing in today's volatile market.
Also in 2008, we purchased the rights to the RadioActive Trading methodology. This investing methodology is just one strategy that options investors can use, but trading "RadioActively" gives investors a great chance of making money and keeping their capital while they do it. The RadioActiveTrading.com site offers plenty of educational materials to get any investor with any experience level into options trading with the ammunition he needs to be successful. After learning the methodology, investors can implement the trading style themselves with the help of the PowerOptions tools, or look over the shoulder of the RadioActive trading staff as they pick and publish trades to the FISSION advisory newsletter subscribers.
Most recently, in 2010, we published our fourth educational text. Iron Condor: Neutral Strategy for Uncommon Profit. The concepts, ideas, rules-of-thumb and real-world examples presented in the text have been gleaned from the PowerOptionsApplied newsletter's successful trading of the strategy. Readers can take the lessons learned by the PowerOptionsApplied newsletter and repeat the good and forgo the bad in order to profitably invest using the Iron Condor strategy. This text presents real-world examples, real-world profits and real-world mistakes, the concept of optimally trading Iron Condors by balancing risk, reward, volatility, stop-losses and other parameters to achieve the best results from trading the strategy.
Ernie and his staff are active investors; they use the PowerOptions tools and research every day. The company's staff is personally committed to providing you with quality service and an exceptional value.
Please feel free to contact us with any suggestions or problems that you may have.
If you are inside the continental US, our toll-free phone number is: (877) 992-7971, for users outside the country, 302-992-7971. If it is easier for you, you can also send us an email message by clicking any of the email links at the bottom of every page in our site.
@DavidAltonClark - #1 Ranked Stock Picker out of 9000 Total Experts per http://Tipranks.com ✦ Columnist @CNBCPro
✦ US Army Veteran ✦ Former FINRA Rep ✦ EY / Citigroup Alumnus ✦Texas Realtor ✦ Active Investor
Click this Globe and Mail and Barron's link for recent articles regarding my performance and background.
"My father did not believe in allowances. I learned the value of a dollar at a very young age." ~ David Alton Clark
A big thank you to everyone who just helped me pass 10,000 followers on twitter! Follow me at: @WS_Wisdom
Wall Street Wisdom is a Registered Investment Advisor, with both CFA & CPA certification, focused on customized individual and small-business 401(k) portfolio management. He received an MBA from the University of Chicago Booth School of Business, where he was the recipient of the Forté Foundation Fellowship in Finance.
Prior to becoming a portfolio manager, Wall Street Wisdom had been covering the global markets and has over 25 years of financial expertise. He has worked at economic consulting firms and global investment banks around the United States, and is currently in the process of starting his own investing firm. Wall Street Wisdom employ's many different investing strategies, but is a strong advocate of fundamental analysis.
Wall Street Wisdom's financial articles discuss current market conditions and pick various stocks that show opportunities to make 2-4%, and long term investments with buy, sell, and hold ratings.
If you have any comments or questions at any time, you can reach him at WallStreetWisdom1@gmail.com
Author of the value investing newsletter detailing the formation of the "Punch Card Portfolio" (http://valueinvestorcanada.blogspot.com/). Devon Shire is an accountant and an investor with 15 years experience managing a private portfolio. Devon Shire's preferred portfolio management style is a concentrated approach, investing only when finding opportunities that offer a sufficient discount to the intrinsic value of a business. Devon can be contacted at email@example.com.
I am primarily a technical trader working off the charts. I've had experience on the floor as a trader as well as in private equity and venture capital. I currently manage money for a small, select group of clients.
Joseph has been an analyst, investor, and student of economic theory; money and banking; and statistical methods for evaluating and implementing risk/reward trading algorithms since 1972. Joseph is also an occasional contributor to financial publications and his essays are frequently cited by other financial websites and publications.
Since the end of the Great Recession, Joseph came to recognize that traditional methodologies for forecasting economic growth and investment asset pricing are no longer of value, and a broader understanding of the post Glass Steagall, financially engineered world that has driven markets and economies since the turn of the century is required today.
He has a good grasp of Shadow Banking, High Frequency Trading, and Dark Pools, and their impact on today’s markets. He has also spent considerable time understanding the new global paradigm of central bank involvement in experimental policy designed to better control economies.
Joseph doesn’t subscribe to a specific school of theory on economics. Rather, his thinking is based on a combination of the Classical School, the Austrian School, and the Keynesian School. He even sees the writings of Karl Marx as particularly instructive.
Joseph is particularly fond of the following quote from Albert Einstein and sees his own work as driven by that same passionate curiosity that Einstein refers to:
“I have no special talents. I am only passionately curious.”
Coming in a close second in terms of favorite quotes that express his views, Joseph embraces Lord Acton’s views expressed here:
“The danger is not that a particular class is unfit to govern.
Every class is unfit to govern."
I am a former investment advisor and owner of several businesses, and consequently everything related to business - including investing, macro-economics, and emerging products and services come under my research and interests radar.
The most interesting and important to me are the entertainment industry, commodities, BRICs, and the impact of loose money policies on businesses and investors.
These days I invest only for myself, while continuing to write on a variety of financial and economic topics.
I am a Portuguese independent trader, analyst and algorithmic trading expert, having worked for both sell side (brokerage) and buy side (fund management) institutions.
I've been trading professionally for about 20 years and also launched www.thinkfn.com in 2004. Thinkfn (Think Finance) carries thousands of educational articles on finance and the markets.
I trade futures, stocks from the long and short side, forex and options. I trade both discretionary and fully automated systems (Metatrader, Quantshare and others).
I can be reached at paulo.santosATthinkfn.com or followed on Twitter at twitter.com/ThinkFinance999
Over 30 years of investing in individual stocks. Extensive business experience with small to mid-size companies, including as CEO. Many hundreds of blog posts on financial and economic matters since 2008. Focus on value with catalysts for upside price action. Background as a physician and pharmaceutical inventor and entrepreneur, however focus now is global and involves almost all economic categories.
Eugene Eliot Narrett was born on December 27, 1948. He died on the night of December 6, 2013. Having just left an art gallery in Brattleboro, Vermont, where his paintings were on display, he crossed Union Street and was struck by a hit and run driver.
Professor Narrett was the first of five sons born to Dr. Sidney S. Narrett and Mrs. Beatrice Narrett.
Professor Narrett grew up in Passaic and Clifton, New Jersey. In 1963, at the age of fifteen, he won the Quality of Latin Certificate of Merit from the Philadelphia Classical Society. He attended Upper Montclair College High School and matriculated at Columbia University.
Professor Narrett graduated from Columbia in 1970 with a BA in Art History. He received his Masters degree with Honors in English and Comparative Literature in 1975 and his Ph.D in 1978 in these same disciplines all from Columbia University.
Professor Narrett’s dissertation on the Romantic poet, Percy Bysshe Shelley, The Comedic Vision of Shelley's Poetry, was written under the Columbia University scholar and professor, Karl Kroeber, who taught for nearly half a century in the English and comparative literature department. At the time his dissertation was completed, Professor Kroeber labelled Eugene Narrett as the greatest interpreter of Shelley extant.
Professor Narrett had a thirty plus year experience as a College teacher and was a published author in comparative literature, poetry, and art criticism. In 2010, Professor Narrett published in the English-American Association Journal, Identity, Theft, and Image Play in Coleridge. In 2010, Professor Narrett also authored a series of essays on Nietzsche and Schopenhauer and other western authors commenting on the nature of Western culture and how their views make use of or reflect on the relation of Judaism to the West.
In addition, Professor Narrett was an exhibiting artist (1977-92) and had gallery shows in New York City, Boston, Cambridge and Maynard Massachusetts and most recently and fatefully in Brattleboro, Vermont. He was also an accomplished self-taught flute player who once entertained strollers in the parks of Salzburg, Austria.
Professor Narrett taught, designed, created and directed many Liberal Arts courses and programs in fields including Art, Art History, History, Literature and Philosophy. His wide-ranging knowledge of history and his ability to integrate disciplines provided a comprehensive overview and rare insight into the most challenging conflicts and currents of our times. He published extensively on American politics and culture and on geopolitics and the Middle East. He is the author of three books: Gathered against Jerusalem: Essays on a False Peace; Israel Awakened: a Chronicle of the Oslo War; and Israel and the Endtimes: writings on the logic and surface turbulence of History (2006).
For much of his published work and radio guest appearances please see Israelendtimes.com as well as Amazon.com.
On language please see: http://www.webcommentary.com/php/ShowArticle.php?id=narrette&date=060924
As interpreter of Shakespeare please see: http://israelendtimes.com/blog/2010/08/28/thoughts-from-shakespeare.htm
Professor Narrett’s lifetime of scholarship and effort to find the essence in human behavior, as manifested in literature, art, and geo-politics came to a corporeal conclusion on a dark night in December but he always carried and forever will his soul carry the banner of learning and knowledge.
Professor Narrett was survived by his son, Gabriel Narrett and four younger brothers, David, Zachary, Seth and Matthew.
I spent many years working in various analytic jobs and trading on Wall Street. For nine of those years, I traded junk bonds for a large bank. I have an MBA from the University of Chicago, with a concentration in accounting and finance. Currently I co-manage a precious metals and mining stock investment fund in Denver. My goal is to help people understand and analyze what is really going on in our financial system and economy.
Acting Man has been named after the title of the first chapter of Ludwig von Mises' book "Human Action" - the best treatise on economics ever written. The blog's main author is Pater Tenebrarum, an independent analyst who has been involved with financial markets for 34 years and is writing economic and market analyses for independent research organizations and a European hedge fund consultancy. Acting Man presents articles on the markets and the economy, a mixture of commentary on current events as well as economic theory and history, mainly from an Austrian School of Economics viewpoint. As more authors have joined the site, we have begun to broaden our palette a bit, but our orientation remains the same: pro-free market, anti-state, pro peace.
James Altucher was the managing director of Formula Capital, an asset management firm and fund of hedge funds. He's written five books on investing: Trade Like a Hedge Fund, Trade Like Warren Buffett, SuperCash, The Forever Portfolio, and his latest book, The Choose Yourself Guide To Wealth. He currently writes at Jamesaltucher.com and has released a newsletter, The Altucher Report.
Mr. Altucher is the founder of Stockpickr.com, a social network for finance that had millions of unique visitors per month when it was sold to TheStreet.com in 2007. He has written over 200 columns for The Financial Times and has written for TheStreet.com, Forbes, Yahoo Finance, Fidelity.com, and other publications. He was also the founder of a web services firm, Reset Inc, which he sold in 1998, at which time he became a partner at VC firm, 212 Ventures/Investcorp. Mr. Altucher regularly appears on CNBC, Fox News, Fox Business, and CNN Radio, and is also in his spare time a nationally ranked chess master. Mr. Altucher received his BA at Cornell University and attended graduate school for computer science at Carnegie Mellon University.
You can follow him on twitter @jaltucher.
Gary A. Gordon, MS, CFP® is the president of Pacific Park Financial, Inc., a Registered Investment Adviser with the SEC. He has more than 25 years of experience as a personal coach in “money matters,” including risk assessment, small business development and portfolio management.
Gary is often asked to consult as an educator. He has taught financial concepts in Mexico, Singapore, Hong Kong, Taiwan and the United States.
As a Certified Financial Planner™ (CFP®), Gary has distinguished himself as a reputable and trusted investor advocate. He writes commentary for ETF Expert, Seeking Alpha and The Street. Gary’s participation on local and national radio has spanned more than a decade, and he currently hosts the ETF Expert Show.
Gary is a “good sport” when his wife, Denise, beats him at Scrabble. Most of all, Gary takes special pride in a not-so-little energizer… his 19-year old daughter, Wei Elizabeth Gordon.
Mr. Hui has been involved in the equity markets since 1980, both on the buy side and the sell side. He is a CFA Charterholder, and has presented numerous papers to quantitative discussion groups (Sample topics include: How Global are Resource Sectors).
Lawrence is the Managing Director of Fuller Asset Management. He has 20+ years of experience managing investment portfolios and serving the needs of individual clients. He began his career as a Financial Consultant in 1993 with Merrill Lynch. He worked for First Union Brokerage, Morgan Stanley and ING in the same capacity before realizing his long-term goal of complete independence. He graduated from the University of North Carolina at Chapel Hill with a B.A. in Political Science in 1992.
-I have been investing since the fall of 2008 and invested through one of the most difficult investing periods in history and know the importance of dividend growth and stability during those times as well as during the good times. I started writing for Seeking Alpha a little over three years ago and I have been successful with the companies I write about, which is shown by my high TipRanks success rate (Link Below). https://www.tipranks.com/bloggers/brad-kenagy
I am editor at large for MoneyShow.com and a columnist for MarketWatch. Previously, I served as the editor of Barron's Online from its inception in 1996, through its successful spin-off as a separate subscription site in 2006. As a staff writer at Barron's, I started the magazine's popular "Electronic Investor" column and the "Best Online Brokers" feature. A former writer at Forbes, I was an associate editor for American Lawyer Media in Miami where I won a Gerald Loeb award for distinguished business and financial journalism. I have been a popular speaker at MoneyShows for ten years. I received my BA in philosophy at Swarthmore College, went on to complete a ...More Knight-Bagehot Fellowship at Columbia University, and earned an MBA in finance from Columbia University in 1992. I blog on politics at www.independentagenda.com.
David is a Managing Partner at FMD Capital Management, a fee-only registered investment advisory firm specializing in exchange-traded funds. He has years of experience constructing and implementing actively managed growth and income portfolios using ETFs, CEFs, and mutual funds.
Visit our website for more information or to signup for our weekly email updates.
Follow me on Stocktwits: http://stocktwits.com/fabiancapital
Follow Kerry Balenthiran ( @17_6YrStockCyc ) on Twitter.
Kerry Balenthiran studied mathematics at the University of Warwick and then worked as a Spacecraft Operations Engineer in the UK and at the European Space Agency. He qualified as a chartered accountant with Arthur Andersen and now works as a consultant within financial services. His mathematical background led to a fascination with the cyclical nature of stock market booms and busts.
Kerry Balenthiran's first book "The 17.6 Year Stock Market Cycle, Connecting the Panics of 1929, 1987, 2000 and 2007" is out on 25th February 2013.
I am the Portfolio Manager for the RETIREE INCOME PORTFOLIO, DIVIDEND OVERDRIVE PORTFOLIO, and the OIL & GAS INCOME PORTFOLIO at PortfolioChannel.com. I am also the creator of the Cash Flow Retirement Replacement Ratio© used in retirement and investment planning. A Chartered Financial Analyst and Certified Financial Planner, I have spent over two decades managing high-net worth individual and institutional accounts, working as a portfolio manager and analyst. I have also had several stints working for a pair of Private Banks managing balanced, fixed income, and equity accounts.
Up until a century ago, there appears to have been a fairly equal emphasis on economic theory and observation. Although the interest in economics has probably always been a consequence of the need of the state to acquire resources, we are now at the point where the discipline of economics is both completely at the service of ideological camps and completely convinced of its own objectivity and scientific underpinnings.
I have taken an interest in markets since 2008, after which my already scant regard for conventional wisdom in the modern social sciences plunged even further. I try to understand historical price behavior and see what it says about present market conditions.
***If you would like to receive future free updates on interesting companies, please click the orange "Follow" button on any page showing one of my articles. The "Follow" button is located at the top of the page, next to my profile name and picture. Also, please make sure to learn more about my paid SeekingAlpha Marketplace subscription service and take advantage of the absolutely free trial.***
The subscription portfolio uses several diversification strategies and delivers returns with low correlation to the markets.
Martin Vlcek is a full-time investor and analyst who has been actively investing and managing money for more than 15 years. Martin has an Economics degree. Martin’s investment philosophy is to hold a truly diversified portfolio of investments across asset classes with low or negative correlation and a positive carry if possible. His primary stock investment focus is on undervalued small-cap stocks with favorable risk-to-reward ratio and upcoming catalysts.
Martin became a full-time investor and money manager after a 15-year career in online marketing where he was one of the pioneers of the pay-per-click search. Martin later held managerial positions at several Fortune 500 companies and also managed his own startup company.
IMPORTANT DISCLAIMER: Martin is not a Registered Investment Advisor, Broker/Dealer, Securities Broker or Financial Planner. The Information in his articles, his comment and his premium subscription service on SeekingAlpha.com or elsewhere is provided for information purposes only. The Information is not intended to be and does not constitute financial advice or any other advice, is general in nature and not specific to any individual. Before using Martin's information to make an investment decision, you should seek the advice of a qualified and registered securities professional and undertake your own due diligence. None of the information provided by Martin is intended as investment advice, as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. Martin is not responsible for any investment decision made by you. You are responsible for your own investment research and investment decisions.
Bookmark QTR's new blog, where exclusive (and always FREE) content will be available: http://www.quoththeravenresearch.com
Visit QTR and check out trading ideas, commentary, and me arguing with idiots on Twitter: http://www.twitter.com/quoththeravensa
QTR's ARTICLES ARE BOUND BY SA'S CONTRIBUTOR POLICY IN ADDITION TO THIS ENTIRE LENGTHY, YET EXTREMELY PERTINENT ADD ON DISCLOSURE, WHICH SERVES AS BOTH A STANDALONE DISCLOSURE AND AN AMENDMENT TO ANY AND ALL DISCLOSURES ALREADY PRESIDING OVER SEEKING ALPHA:
Quoth the Raven's ("QTR") articles are the sole product of QTR and his personal, individual opinions. These articles are not associated with, in any way, the opinions, strategies, or works of QTR's employer, associates, or entities in any way otherwise related to QTR.
(i.e. This are solely my personal thoughts and opinions)
You agree that by reading Quoth the Raven's articles, you are acting at your OWN RISK. In NO EVENT should QTR be liable for any direct or indirect trading losses caused by any information contained in QTR's articles, StockTalks, or other internet-based dissemination methods. Information in QTR's articles are not an offer to sell or a solicitation of an offer to buy any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer would be unlawful under the securities laws of such jurisdiction. QTR is not suggesting the transacting of any financial instruments and QTR suggests consulting your personal financial adviser with regards to any such transactions.
QTR makes no representations, and specifically disclaims all warranties, express, implied, or statutory, regarding the accuracy, timeliness, or completeness of any material contained in this site. Again, you should seek the advice of your personal financial adviser or a security professional regarding your stock transactions.
QTR does not, in any way, guarantee that he is providing all of the information that may be available on any topic written. QTR recommends, again, that you do your own due diligence and consult a registered financial adviser before buying or selling any security.
QTR most always holds a position in any of the securities profiled in his pieces and he constructs his SA disclosures in accordance with SA's Contributor Policy, to the best of his knowledge in order to maintain transparency and also to uphold and respect pertinent securities laws. QTR may or may not report when a position is initiated or covered. Each investor must make that decision based on his/her judgment of the market.
I am not a stockbroker or financial adviser. I am a casual investor making casual observations for the purpose of discussion and open communication and analysis of companies and stocks. All articles are my opinion only and are not suggestions to buy or sell any equity, bond, option or other financial instrument. QTR may have long or short positions in any tickers mentioned at any time and reserves the right to open, close, or modify positions at all time without notice. My conclusions are the result of my personal due diligence and have been wrong in the past. There are tons of unqualified people out there offering up financial advice and its your responsibility to sort through the BS. You don't hit the button to fill my orders and I don't hit yours, so no whining or praising over stocks covered by me.
Follow QTR on Twitter: https://twitter.com/QuoththeRavenSA
View QTR's Stock Picking Performance for every article at TipRanks:
I am a Chartered Financial Analyst (CFA) charter holder with over 10 years of financial and accounting experience located in Stamford, CT. I gained my work experience by working for two mutual funds and a big four and a local accounting firms. I started my professional career at Grant & Simmons, CPAs, followed by brief work at the Connecticut Venture Group and interned for a few years at PricewaterhouseCoopers tax department before my tenure in the investing industry. I am a member of the CFA Institute and in my free time I spend time with my wife and two boys, stay current on news, and occasionally contribute articles on the internet.
"The art of investing is the study of three things: Economics, Companies, and People." Malik King, CFA/CMT has shaped his career to focus on all of the above, working in roles as a macro strategist, a fundamental analyst, and a technician for more than a decade. A former Vice President at Barclays Capital in New York, he most recently served as a Macro Strategist and Technical Analyst, and has also worked for 5 years as a fundamental sector specialist covering Telecom/Media/Internet in Lehman Brothers' Desk-Based Analysts group within the Equities Trading Division. He began doing macro/multi-sector strategy and technical analysis at King Investors, Inc. in 1999. He has both a CFA and a CMT, and has presented on a variety of topics such as “Convergence of Old and New Media and Communication Platforms,” and “Value vs. Growth Strategies for a Volatile Market", as well as on many issues involving technical analysis. He is now an independent trader and market analyst.
The reports that I write are my personal research and opinions. They are not associated with any firm or organization, and are not intended to be taken as investment recommendations or advice. They combine my passions of economics, finance, writing and education, and are intended mostly as educational material. I attempt to write the articles in an easy to understand down to earth style in an effort to help others with their research. This is my effort to bring understandable and educational professional quality research to the public at large free of charge.
General Disclaimer for my Articles:
BS Business, Majored in Finance and Economics, Miami University
MA Economics w/ Managerial and International Emphasis, University of Oklahoma
Past: Economics and Finance Instructor at various Universities
Past: Mutual Fund Portfolio Manager of Family of Mutual Funds
Past: CIO of Mid-Sized Investment Management Firm
Professional: CFA Charterholder
Please note that the content of this site should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute.
David Moenning is Chief Investment Officer at Sowell Management Services, a registered investment advisor with more than $500 million under management. Sowell emphasizes an MPD (Modern Portfolio Diversification) approach to portfolio design which diversifies client holdings not only across asset classes but also by strategy, manager, and investment methodology. Dave began his investment career in 1980 and has been an independent money manager since 1987. Thus, Dave has been live on the firing line and investing for a living for nearly 30 years.