Atle Willems is an independent economic analyst and equity investor with a long-term view investing in undervalued listed shares with solid operational track records and sensible balance sheets. He holds a master degree in finance and earned the Chartered Financial Analyst (CFA) designation in 2011. He also writes regularly on matters related to economics, politics and finance on ecpofi.com.
Evaluation of the dominant assumptions and an understanding of the dynamics of the economic engine is the basis of an approach to asset allocation that provides for both a rational determination of value and an understanding of sentiment in the form of price as a measure of the irrational nature of the operational environment, an approach that is intended at once to avoid unnecessary risk while at the same time enable gradual rebalance of assets as a means to increase net worth via optimization of appreciation and long term yields. Let's call that buy low and fly high just for fun.
Thomas Bachrach, CFA is the founder and principal of PFH Capital, a single family office and financial consultancy. He received his BA in Economics from Cornell University in 2005 and became a CFA charterholder in 2014. He resides in the Philadelphia area with his wife and two young girls.