Europe based private investor, mainly long equity.
Focus on cash generating investments, GARP, value.
Follows the Liberty/John Malone holdings.
Aims to provide well researched and balanced (bull & bear view) articles.
Jeff is the President of NewArc Investments Inc., manager of both individual and institutional investments. Jeff is a registered investment advisor, and portfolio manager for NewArc's investment programs. Jeff is a former college professor with a hands-on, real world attitude. His quantitative modeling helped inform state and local officials in Wisconsin for more than a decade. A Public Policy analyst, he taught advanced research methods at the University of Wisconsin, and analyzed many issues related to state tax policy. Jeff began in the financial business as Research Director for trading firm at the Chicago Board Options Exchange. He investigated anomalies in the standard option pricing models, taught classes for beginning options traders, and developed new forecasting techniques. In 1991 he established a general research consultancy, working with professional traders at all of the Chicago financial exchanges. In 1998 he started NewArc Investments, Inc. Jeff has a commitment to the specific needs of individual investors. It is not a one-size-fits all approach, but one that emphasizes the unique circumstances of each client. Jeff also serves on the board of two small technology companies (currently Chairman at one). He is occasionally as an expert witness in legal cases involving financial markets and hedging.
My investment interests include small and microcap Biotech stocks with a focus on oncology. I worked for several years as a lab manager and research associate at UCSF Cancer Center in a lab focused on sequencing and assembling tumor genomes, array CGH of intermediate grade prostate tumors, and functional analysis of the oncogenic transcription factor ZNF217. During that time I attended as many talks and lectures as time would allow and read as many papers as possible in the course of investigating possible gene targets in regions of interest from aCGH data.
I have BS in biology and a masters degree in Health services administration.