Dividends & Income
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2001 - 2013 Deputy CIO, Julius Baer Investment Management/Artio Global Investors
2001 - 2007 Co-Head Global Equities, Julius Baer Investment Management/Artio Global Investors
1999 - 2007 Head of US Equities, Julius Baer Investment Management/Artio Global Investors
1997 - 1999 Senior Investment Executive, Chase Manhattan Singapore
1994 - 1997 Head of Private Client Asset Management, JP Morgan Singapore
1990 - 1994 Co-Head Global Equity, Bankers Trust, International Private Bank
Independent / boutique research firm analyst.
Stocks - long, Stocks - short
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My World and Welcome to It
It seems as if the media is full of market cheerleaders. While that is fine, there needs to be someone who is looking at the other side, i.e. what can go wrong. The purpose of my writings is to take an in depth look at those issues that could, but shouldn't, catch investors by surprise.
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It's The Great Rotation Charlie Brown
The Illusion Of S&P 500 Profit Margins
Xignite quote data
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