I currently work as an analyst for a large real estate investment firm. I have an MBA and am preparing for the level 1 CFA program. My investment style is focused largely on investments that provide basic necessities, have pricing power and cannot be easily replaced or substituted. Simple examples of these investments are those related to food, tobacco, alcohol, oil, and real estate. Simply put, I prefer to invest in things that I can eat, drink, take shelter in, fill my car up with or temporarily ease the burdens of life with.
Patrick Keefe