- United States Naval Academy, BS. Varsity Baseball. 9 Years active duty U.S. Naval Officer. - University of Michigan Ross School of Business, MBA, Investment Finance - Assistant Professor, University of Michigan. - 19 years investment industry experience with traditional and alternative firms: Equity Analyst, Portfolio Manager, National Sales Manager, SVP, CIO.
I've been an active investor for only about 3 years with a combination of experience both long and short. My long experience is baised towards small cap oil & other commodity stocks with the long term belief that with money supply up that inflation will follow and real assets will rise in price.
LONG SHORT GLOBAL EQUITY
running 20 longs and 20 shorts on a global basis
across all sectors
having worked >10 years on the buy side, now managing "friends & family" capital
writing selectively on conviction long and short ideas
time horizon: 3-6 months (yes, the most difficult over-crowded space there is)
Investment professional and CFA charterholder. I write on Seeking Alpha as a personal hobby and to elicit feedback on specific ideas and topics, help organize my thinking, and connect with intelligent people.