Strategic Investor is a full time consultant and part time portfolio manager. He holds a BA from the University of Chicago and an MBA from the University of St. Gallen. Focus is on deep value, fundamental analysis and portfolio concentration (with no more than 10 issues at any one time). He looks at firms both as going concerns and as resource converters (not necessarily in that order) and tends to buy based on known assets and their plausible values, including those which have little or no balance sheet presence. When not reading financial reports, working and being a father to his young daughter, StrategicInvestor also maintains a blog at www.strategicinvestor.blogspot.com.