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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.
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Seeking investments without using the ridiculous style-box approach. If I can make a return in excess of what I judge the risk to be, I'll invest. Over time, using a Kelly formula, I tend to weight positions from 2-10%. A diversified portfolio is a career-saving move, not an investment philosophy.
My primary focus is on Risk Arbitrage but at various times over the past 20 years I've had the majority of my funds in: Value, Growth, Spinoffs, Special Sit, Momentum, Junk, Defaulted Debt, Preferreds, and Converts; all have their place and time.
I'll try to use options if possible to magnify returns for
I am a college educated investor with no experience in finance. I have been investing for 6 years and end up doing quite a bit of reading and paying attention to stocks and business news for my own portfolio. I have some opinions that I would like to share with others and this seems to be a fairly reasonable place to do so. I tend to follow a dividend and value approach in my main portfolio, but also have interest in speculative small caps for a smaller portfolio.
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Mike Winston, CFA is the founder and Managing Principal of Sutton View Capital LLC, an employee owned hedge fund sponsor and advisor. The firm provides its services to high net worth individuals, family offices and institutions. Sutton View was founded in 2012 and is focused on event-driven and intrinsic value investing.
Mr. Winston received an MBA in Finance and Economics from Columbia Business School in 2005, and a BA in Economics from Cornell University in 1999. At Columbia he completed the school’s program in Value Investing, and while at Cornell studied for a year at the London School of Economics. He began his career in 1999 with Credit Suisse First Boston.
Mr. Winston is a CFA charter holder and a member of the Economic Club of New York.
I am an experienced individual investor who has been trading merger arbitrage stocks and options since the 90's. I am a writer with a Master of Science from Northwestern University and I truly enjoy writing articles about the stock market. I try to look for opportunities where the odds are in my favor and there is a definite edge. On Seeking Alpha my articles will aim to provide insight and favorable risk/reward for the readers.However, I am not an investment advisor so any recomendations or ideas I write about in my articles, blogs, or comments shouldn't be taken as investment advice. I recommend using my writings as a starting point to which you should add your own research or that of an investment advisor.
"Any time you make a bet with the best of it, where the odds are in your favor, you have earned something on that bet, whether you actually win or lose the bet. By the same token, when you make a bet with the worst of it, where the odds are not in your favor, you have lost something, whether you actually win or lose the bet."
-David Sklansky, "The Theory of Poker"
Chris DeMuth Jr. is the founder of Rangeley Capital LLC. Rangeley is an investment firm that focuses on event driven, value-oriented investment opportunities. Rangeley Capital and his value investing forum, Sifting the World (StW), search the world for misplaced bets. Rangeley exploits them for its investors and then Mr. DeMuth writes about them on StW.