Seeking Alpha

Michael McGaughy

Michael McGaughy
Send Message
ABOUT
Michael McGaughy is a Hong Kong based consultant. He was previously a managing director at StoneWater Capital, a New York based fund-of-funds that specializes in allocating capital to Asian managers. In addition to establishing their Hong Kong office, he was responsible for sourcing, evaluating, and recommending new managers, and monitoring them once invested. He has also worked at HSBC and the Crosby Group in both buy-side and sell-side capacities. He has business development, private equity, and buy- and sell-side investment research experience.

------

An award winning analyst, Michael has a diverse financial background spanning buy- and sell-side equity research, private-equity fund management, ...More
SNAPSHOT
  • Description: Hedge Fund Analyst. Trading frequency: Infrequent
  • Interests: Bonds, Commodities, Dividend stock ideas & income, ETFs, Gold, REITs, Stocks - long, Stocks - short
COMPANY
Kairo, Ltd. Michael McGaughy, CAIA, consults to asset allocators, funds and research organizations on manager and product selection, marketing and fundamental equity, ETF and index analysis, through his company Kairo, Ltd. An award winning analyst, Michael has a diverse financial background spanning buy- and sell-side ...More
Blog
Mike's Blog Copies of information ad-hoc emails I send on Asia and Asian markets - especially traditional and alternative funds and strategies, ETFs/Indexes and righting misconceptions of Asia and regional investment environment.
Pizza revelations.
BOOK
Inside China's Corporations This 260 page reference report maps and explains corporate structure and control among China and Hong Kong conglomerates - both private and government-owned. Includes details on the 30 largest conglomerates as per the market capitalisation on the three China exchanges. Thus not just PetroChina, but the entire ...More
LATEST STOCKTALK more »
Greek Economic Sentiment has risen a lot in last year. http://bit.ly/Ym3Chu $GREK Jan 22, 2013