Stephen worked as a Certified Financial Planner under the umbrella of a large company for about six years. With his personal portfolio consistently out-performing his clients, due to company limitations, he became upset at the injustice. Realizing his greater value as an independent hedge fund manager, he founded Spicer Capital in 2016.
I am working as a Business Analyst in Germany and have started to build up a portfolio focused on Dividend Growth, both on the high and low-end yield spectrum. Primary focus is on Blue Chips with long-reaching dividend track records. I have been investing for 2 years and have been standing on the sidelines for way too long before.
Andrew W. Slusser currently attends Stanford Graduate School of Business. Andrew has a fixed-income background, as he worked for PIMCO, Pacific Investment Management Company, in the emerging markets fixed-income group, as a Portfolio Associate, working directly for Portfolio Managers on all portfolio and trading activities, and at Morgan Stanley, in New York, as a fixed-income strategist, covering emerging market assets. While attending the LSE, Andrew spent his summers in London at Barclays Capital in Sales & Trading, working closely with the inflation-linked debt teams. Andrew holds a BSc in Economics and Economic History from the London School of Economics, graduating with First Class Honours, and is a member of the Penguin Club. Andrew plays competitive amateur golf, enjoys politics, reading and value-investing.
Brian Harper, CFA is Chief Investment Officer of Harper Asset Management, LLC, which he founded in 2001. Harper Asset Management is a value-oriented investment manager, primarily managing separate accounts for high net worth individuals. Visit us at www.harperasset.com.
Harper Asset Mgmt operates a bottom-up, fundamental, research intensive approach to investing. We typically invest with a multi-year time horizon. Our investments consist of both long and short ideas. Follow me on Twitter @Brian_Harper.
Adam Schwab has been a professional investor for over a decade. He is a CFA Charterholder, CPA, and has his MBA from the University of Chicago Booth School of Business. He spent 7 years at the South Dakota Investment Council, one of the top-ranked pension funds in the nation over the past 30 years. He was responsible for a $200 million global equity portfolio as well as a $100 million U.S. SMID equity portfolio. He joined Elgethun Capital Management in 2014 and is a partner and portfolio manager for the firm. Elgethun is an RIA and manages $360 million in assets under management/advisement.
Adam's writing focus will cover top equity ideas, fundamental analysis and valuation topics, and behavioral investing insights.
Peter M. Lupoff is an owner-member and founded Tiburon Capital Management, an event-driven investment advisor, in 2009. Peter formerly was a Managing Director at Millennium Management, the New York based Multi-Strategy hedge fund where he managed an allocation of the Millennium Partners flagship fund employing identical event-driven strategies. Previously he was Managing Director and Senior Portfolio Manager of the Robeco WPG Special Situations Fund.
Mr. Lupoff's experience in deep value equity and distressed investing strategies began in 1990 where he began working with Marty Whitman of Third Avenue Funds. Peter's bottom up approach is largely informed by this experience. His acumen and theses regarding risk and trading to defend NAV are informed by his experiences with Izzy Englander and Millennium Management. Funds Mr. Lupoff have managed or co-managed have achieved awards such as GAIM's Top Performing Emerging Distressed Manager, MARHedge's Event-Driven Manager and an Institutional Investor nomination as Hedge Fund House of the Year.
Mr. Lupoff is a regular featured discussant on academic papers related to, and consultant to, The Federal Reserve Bank regarding market shocks and liquidity.
Full-time investor. Formerly buy-side credit analyst (2yrs) covering Japanese + Asian companies. Before that, I was a cross asset derivatives salesperson at a large bulge-bracket firm, based in Tokyo (4yrs). I use Seeking Alpha to clarify and synthesize my investment thought process and to elicit feedback on my theses; additionally I like to connect with other investors and swap ideas.
You can read my finance-related blog at rapercapital.com (less organized than Seeking Alpha writeups, more my random musings on various finance-related topics).
Going forward I will try to tweet my investment-related thoughts/updates to articles/etc. You can follow me on Twitter, my handle is @puppyeh1
Always looking for new ideas across the board. Happy to exchange ideas/share thoughts/swap notes, feel free to private message me. I currently live in Singapore.
After working in Leveraged Finance at RBC Capital Markets and two hedge funds that focused on special situations and distressed investments, Steven Wood, CFA started his own firm focused on generating absolute returns through conventional and unconventional means. GreenWood offers clients primarily long ideas, as well as hedge and short ideas, but gives clients complete control over their own account, and has no lockups or liquidity constraints. GreenWood manages capital for institutions (primarily family offices) and high net worth individuals, but the only requirement is a minimum investment of $10k.
I'm a Managing Director at A North Investments (ANI), a quantitative hedge fund based in New York. Those who'd like to contact me, private message me here or email me at firstname.lastname@example.org.
I believe that people who are thoughtful and contemplative have a good chance of doing better than the average person at life. If I'm wrong, then I've wasted my time writing and you've wasted your time reading.
I tend to write about the economy or value investing in a Graham-Dodd framework. I write a monthly summary of the state of the economy as well as a quarterly summary of Berkshire Hathaway's earnings as well as various articles on finance or economics that hold a current fascination.
I feel that you should judge my writing on the basis of two factors: how well any firm predictions come true over time as well as the extent to which I'm able to translate topics into easily understood concepts. While understanding the world entails a substantial amount of complexity, I try as hard as possible to write in a straightforward manner that is easily understandable. As Einstein said, if a concept cannot be explained simply, it is probably not well understood.
I graduated in 2010 from Kent State University with a Master of Arts in Economics and from The Ohio State University in 2006 with a Bachelor of Science in Industrial Engineering.
I welcome any feedback or comments either publicly or privately. You can send me a message or email me at email@example.com.
What You Can Expect From My Musings
- Unabashed proponent of free trade and free markets.
- Highly stringent cash flow analysis and sustainable expansionary potential.
- Examining the business models and markets of Japanese large-caps.
- Passion for finding hidden gems in the Japanese equity universe.
- Pure alpha and alternative investment strategies in a deflationary world.
Looking for Employment (Entry-Level or Internship Opportunities)!
Ready to start my career in Investment Management!
View my resumé here: http://www.slideshare.net/DavidDeuchar/resume2016-64015533
I believe that an intelligently-diversified portfolio combined with calculated risk-taking and thorough cash flow analysis is the key to investment success. I have a strong interest in identifying unique opportunities in:
- Highly Developed International Markets
- Healthcare, Tech, and Energy
- Large-Cap Japanese Equities
I also strongly believe in aligning investment strategy with macroeconomic trends, geopolitics, and monetary and fiscal policy.
"You learn so much more from the bad experiences in your life than the good ones. Make sure to take the time to reflect on them. If you don't, a precious opportunity will have gone to waste. Remember that pain plus reflection equals progress."
- Ray Dalio
"I'm no genius, but I'm smart in spots and I stay around those spots."
- Tom Watson
I'm a well-informed retail investor and post on SA in order to expose my thought process to critical examination and comment from readers. It makes me a better investor.
I'm particularly proud of bullish macro articles posted in 2009 and later, in which I presented ideas that encouraged me to invest very profitably in a rising market. I also did articles on individual stocks, many of which contained insights not available elsewhere. Finally, I wrote a number of thoughtful articles critical of financialism and the lack of ethics on Wall Street.
I do not post for compensation, as I am concerned that editorial policy encourages and pays a premium for articles that invite the reader to speculate on the short term movements of microcaps, penny stocks, and controversial issues. The best way for me to monetize my insights is to invest accordingly.
As a retail investor, I don't give investment advice. I write about what I'm investing in, and the thought process involved in decision making and stock selection. Hopefully some of what I write is of benefit to others, by sharing my experience as I interpret it and helping them improve their investment thinking and process.
Value investor focused on micro-caps.
I write for CompleteBankData and am also a
Passively looking for a job on the buyside.
Always looking for more opportunities and to grow my professional network. Feel free to message me anytime.
Disclaimer: Nick reminds investors to always due their own due diligence on any investment, and to consult their own financial adviser or representative when necessary. Any material provided is intended as general information only, and should not be considered or relied upon as a formal investment recommendation
Jacob L. Taylor and Lonnie J. Rush are visiting instructors at the UC Davis Graduate School of Management where they teach Value Investing. They founded Farnam Street Investments, a boutique investment firm modeled after Warren Buffett’s successful 1950’s partnerships. FSI offers a hedge fund that gives sophisticated, high net worth investors the opportunity join an emerging Buffett-like partnership. They differentiate themselves by applying Mr. Buffett’s criteria to every stock in the known universe, with a special focus on smaller cap stocks. Like Mr. Buffett started with “A” in the Moody’s manual all those years ago, they spend their time scouring the globe for high-quality businesses that are selling for unreasonable prices. They welcome being contacted at firstname.lastname@example.org.
I’m an early 40′s Internet entrepreneur that launched several dot coms with varying success in each. At the very least my living has been made online for the past 17 years and at the most I had a fun time in each venture.
I began seriously investing for dividend income around 2007 when my business at the time was literally falling off a cliff, as most of the world was starting too as well, when my need for another income stream became more apparent. I have always known the benefits of dividends from my very first stock purchase back in 1988 but wasn't yet sold on the concept of tying up my money indefinitely purely for a dividend income stream. It was around that time that I learned about Dividend Aristocrats and Dividend Champions when it all just made sense. I could literally see the effects of compounding dividends from these select companies and thought a nice diversified portfolio could provide me with a decent to excellent income stream decades down the road.
Old crusty fart who has been trading stocks for over 40 years. Worked in the industry for Dick Mayo and Jeremy Grantham at GMO until Dick left to start his own hedge fund. I retired at that point. Since then I have managed my own and my family's portfolio on a pretty much full time basis. Areas of interest, deep value, distressed entities, etc. I only invest long. I do not do options. I do not short. I do not do margin. I do equities and bonds. Some interest in CEFs. Most analysis is bottom up and not top down. I post on various stock boards under this name and have done so for over 15 years. I eat what I kill. That is the my only source of income. No stock letters, no advisory services, no manglement (sic) of OPM. My trading assistant is a Blenheim King Charles Cavalier Spaniel similar to the picture I use. And no, the firm does not exist, but you would be amazed at the junk mail I get at times. Some people never get it.
I have written 2 dutch books on value investing: "Aandelen selecteren als waardebelegger" and "Beleggen in bull- en bearmarkten". See bol.com (search for the titles). As a mathematician (Ph.D.) I am most interested in investment strategies with statistically favorable returns. In particular I invest in net-nets (20-30% average annual returns). I find companies with low Enterprise Value/Earnings before Tax and Interest (EV/EBIT) and strong balance sheets (20% average annual returns) also very interesting. Since such stocks are rare I invest globally. Send me a message with your email address to get example articles of my premium research on Seeking Alpha.
Tim Travis is a veteran deep value investor and money manager. Travis has extensive experience in traditional investments such as stocks and bonds, in addition to having a unique methodology of combining options and distressed investing with value investing to generate income, reduce risk, and to add an element of timing. Currently Tim Travis is the founder, Chief Executive Officer, and Chief Investment Officer of T&T Capital Management. T&T Capital Management is an Irvine, California based Registered Investment Advisor that manages accounts for both individual and institutional investors.
Travis was born in Laguna Beach, California and became captivated with the value investment philosophy in his early teens through reading books written by Benjamin Graham, and the shareholder letters from Berkshire Hathaway, and the Buffett Partnership L.P. Tim Travis became intrigued by the notion that stocks aren’t just pieces of paper but instead are fractional shares of a business that can be analyzed by comprehensive analysis of the balance sheet, income statement, and statement of cash flows. He majored in Business and Economics at the University of California Santa Barbara, graduating in 2004, and he also had the privilege of studying international economics at the University of Richmond in Florence, Italy. Tim Travis got his feet wet in finance working for both Scottrade and AG Edwards & Sons during his college career. Upon graduation Travis worked at the Vanguard Group in Scottsdale, Arizona. It was there that he learned that most mutual funds underperform their respective indexes, and he became disappointed at the overwhelming diversification in most mutual funds, that really makes most of them function as “closet” index funds.
After leaving the Vanguard Group, Travis worked for a small futures and commodities firm in Mission Viejo, California. It was there that Tim developed an adept knowledge of options, particularly the selling of options to take advantage of the higher probabilities involved. It was also during this time in his life that Travis began reading everything he could possibly find on value investing. Some of his role models in the field are Warren Buffett, Martin Whitman, Bruce Berkowitz, Seth Klarman, Peter Lynch, Glenn Greenberg, etc. After working with clients from around the world Travis broke away and started T&T Investment Management L.L.C.
At T&T, Travis refined his unique methodology combining value investing, with the selling of options to generate income and reduce risk. T&T experienced explosive growth by partnering with a local commodities firm. After several years Tim Travis realized that without controlling the majority of the company any longer, he didn’t have full control over the company’s strategic direction. Divergent business principles caused Tim Travis to break away and form T&T Capital Management. At TTCM which Tim Travis is the sole owner, he is allowed to offer only the best products and services, at a reasonable price, without conflicts of interest.
T&T Capital Management’s goal is build wealth for both individual and institutional investors, and to accomplish these goals Travis as Chief Investment Officer employs his deep value investing techniques. Each account is managed on a day to day, personal basis, and there are no cookie cutter portfolios defined only by one’s age and risk tolerance. Every security is researched and hand selected by Travis and his research team. T&T Capital Management takes pride in first class customer service and research which is regularly communicated to clients for education purposes.
Chris Damas' contrarian equity research is broad based and covers energy production and infrastructure, metals, agriculture, chemicals, forestry, industrials, telecoms, retail, technology, financials, transports, renewables and special situations as well as US MLP's. Chris managed the second largest preferred share portfolio on Bay Street during the 80's and also follows currency and fixed income markets closely. His investment universe is broad and he spends most of his time hunting for actionable trade ideas and long term investment opportunities. His investment thinking and trading activity are now only available by subscribing to the US and Canadian versions of The BCMI Report (trademark) and The BCMI Flash (trademark) which are issued at least weekly and more frequently when opportunities and market conditions demand it.
Tal Davidson, MBA
am the a research-driven value investor. I practice deep value investing, based on the principles taught by Benjamin Graham, and practiced by Walter Schloss. Over more than a decade of performing fundamental security analysis and practicing value investing, I have refined my methods for sourcing investment ideas, performing analysis and managing a portfolio.
Read more at taldavidson.com
HFI Research is a premium service dedicated to long-term oriented investors with a focus on non-consensus idea generation. We provide real-time trade alerts, idea generation, and portfolio recommendations. In addition, we write a weekly HFI portfolio update that highlights the positions in the portfolio. Other benefits to being a premium subscriber includes immediate access to the HFI Research team and a subscriber only chat platform. Our TipRank profile: https://www.tipranks.com/bloggers/hfi