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Lares Capital, a long/short fund that specializes in small caps, option strategies, and low-liquidity equities. The fund invests in both domestic and foreign securities.
You can contact us at firstname.lastname@example.org.
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.
Led by MIT engineers and Wall Street analysts, Trefis.com helps you understand how a company's products, that you touch, read, or hear about everyday, impact its stock price.
Surprisingly, the founders of Trefis discovered that along with most other people they just did not understand even the seemingly familiar companies around them: Apple, Google, Coca Cola, Walmart, GE, Ford, Gap, and others.
This might include you though you may have invested money in these companies, or may have been working with one of them for years as an employee, or have consulted with them as an expert for a long time.
Consider these questions:
•What % of Apple's stock price is iPhones? (Q: Is it 5%, 25%, or 50%?)
•What % of Dell's stock price is Dell Notebooks?
•If Bing took half the market share from Google Search, what % upside could there be for Microsoft’s stock?
On Trefis you will get answers to questions like above.
You can play with assumptions, or try scenarios, as-well-as ask questions to other users and experts. The platform uses extensive data to show in a single snapshot what drives the value of a company's business.
Trefis makes the same content, data, and tools that are currently available only to professional investors today, accessible to everyone. Importantly, it makes the extensive data/tools easy to use and understand, allowing investors to leverage the platform in their decision making much more efficiently than anything else available.
Trefis is currently used by hundreds of thousands of investors, company employees, and business professionals.
Wall Street Breakfast, Seeking Alpha's flagship daily business news summary, is a one-page summary that gives you a rapid overview of the day's key financial news. It's designed for easy readability on the site or by email (including on mobile devices), and is published before 7:00 AM ET every market day.
Wall Street Breakfast readership of over 900,000 includes many from the investment-banking and fund-management industries.
Sign up here to receive the Wall Street Breakfast in your inbox every business day: http://seekingalpha.com/account/email_preferences
Managing Partner & Portfolio Manager
The Rockledge Group
Mr. Alex Gurvich is founding member and a Managing Partner at The Rockledge Group, where he is a Portfolio Manager. Rockledge is an independent investment advisory firm specializing in alternative strategies and sector investing using proprietary “Sector Scoring and Allocation Methodology”. SectorSAM is a robust quantitative sector selection and rotation analysis. Rockledge manages funds for the US and European private and institutional investors.
Mr. Gurvich is a recognized expert in the Exchange Traded Funds space and he is a frequent speaker and panelists in the conferences worldwide. He is also a regular contributor to TheStreet.com ETF Profits website.
Mr. Gurvich is an Adjunct Professor of Finance at Pace University Lubin School of Business. He is a mentor in New York Society of Security Analysts program for the university teams competing in the CFA Institute Research Challenge. Mr. Gurvich serves on the Board of Directors of the New York City Montessori Charter School.
Prior to Rockledge, Mr. Gurvich was a venture capitalist with General Electric’s GE Capital. Prior to GE, Mr. Gurvich started his business career as a management consultant, with Bain & Company. Prior to business school he was an engineer/physicist, with a French high tech scientific instrumentation start up. Prior to this he worked in the medical physics laboratory at the Harvard University.
Mr. Gurvich holds a BA in Physics from the University of Chicago, an MBA from INSEAD, an MS in Financial Engineering from New York University Polytechnic Institute and he is a candidate in the PhD in Financial Engineering program at the Stevens Institute of Technology. He is also a graduate of the Venture Capital Institute.