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At Valuentum, we think the best opportunities arise from a complete understanding of all investing disciplines in order to identify the most attractive stocks at any given time. Valuentum therefore analyzes each stock across a wide spectrum of philosophies, from deep value through momentum investing. We think companies that are attractive from a number of investment perspectives--whether it be growth, value, momentum, etc.--have the greatest probability of capital appreciation and relative outperformance. The more investors that are interested in the stock for reasons based on their respective investment mandates, the more likely it will move higher.
Brian Nelson is the President of Equity Research at Valuentum Securities, an investment research firm serving individual and institutional investors, as well as financial advisors. Before founding Valuentum, Mr. Nelson worked as a director at Morningstar, where he was responsible for training and methodology development within the firm's equity and credit research department. Prior to that position, he served as a senior industrials securities analyst, covering aerospace, airlines, construction and environmental services companies. Before joining Morningstar in February 2006, Mr. Nelson worked for a small capitalization fund covering a variety of sectors for an aggressive growth investment management firm in Chicago. He holds a Bachelor's degree in finance and a minor in mathematics, magna cum laude, from Benedictine University. Mr. Nelson has an MBA from the University of Chicago Booth School of Business and also holds the Chartered Financial Analyst (CFA) designation.
Get to Know Brian:
Brian led the charge in developing Morningstar's issuer credit ratings, developing and rolling-out one of the firm's proprietary credit metrics, the Cash Flow Cushion. http://select.morningstar.com/welcome/credit/pdfs/Morningstar_CashFlowCushion.pdf
Brian is frequently quoted in the media and has been a frequent guest on Nightly Business Report, Bloomberg TV, and the Money Show.
Mr. Nelson is very experienced in valuing equities, developing Morningstar's discounted cash-flow model used to derive the fair value estimates for the company's entire equity coverage universe.
Brian worked on a small cap fund and a micro cap fund that were ranked within the top 10th percentile and top 1st percentile within the Small Cap Lipper Growth Universe, respectively, in 2005.
Mr. Nelson is also a contributor to Seeking Alpha and an opinion leader in the Industrial Goods space.
You can reach Brian at firstname.lastname@example.org.
Please read our Disclaimer that applies to all articles published on Seeking Alpha: http://www.valuentum.com/categories/20110613
Follow us on Twitter: @Valuentum
Born: September 5th 1982
Location: Queens/Long Island, New York
Marital Status: Engaged
Children: Zoey Marie
Academic: Towson University, B.S. 2006
Major: Political Science
Minor(s): English, Economics, & Mathematics
I've had a love for the securities markets since I was about 8 years old, and received my first subscription to the Wall Street Journal at 11. I've been obsessed with such mathematical concepts as M-Theory and Chaos Theory since my early days of High School, and have always had a fascination with numbers.
Gary brings over 20 years of experience in information services, customer service, operations, and retail and has an obsessive passion for investment management and financial planning. Gary helped found ShopLocal, one of the leading providers of Web shopping services for retailers, where he served as the President and Chief Operating Officer. Gary started as the 8th employee and was responsible for operations, technology, client services, and analysis. His team built the company to more than 150 employees serving many of the top retailers in the country.
Gary’s prior work experience includes 7 years at Circuit City Stores as Director of Inventory Productivity and Extended Service Plans, where he was responsible for the company’s $500 million warranty program and led Circuit City’s first supply chain initiatives. In addition, Gary was a Corporate Business Development Manager at General Electric, worked in the strategy practice at Booz, Allen & Hamilton, and in corporate finance at Sears, Roebuck and Co. Gary received a B.S. degree in math and physics from Duke University and an MBA from Northwestern University’s J.L. Kellogg Graduate School of Management, where he concentrated in finance and management policy. Much to the dismay of his family, Gary spends much of his free time applying his quantitative skills to investment analysis.
I was born in 1956 in USSR. After graduation from college in 1979 I worked full-time as an IT specialist. Until 1990 I worked for different companies in the Soviet military industrial complex. I created a small software business in 1991, which failed in 1993. I worked for Oracle Corp in 1995 in Moscow. In 1996 I moved to the US, where I continued working as an IT professional, which is still my main source of income. I became a US citizen in 2006 and started investing in 1998. I had an extremely successful 1998 and 1999, very bad 2000 and 2001, then recovered. I mostly invest in what I know, which means mostly high tech companies, but wouldn't discard any opportunity. I'm trying to make my performance better and share my thoughts in my blog Muddling Investor (http://muddlinginvestor.blogspot.com/).