David E. Beard, CFA, founded Winterport Capital in 2008. Prior to founding Winterport, David co-managed a US equity focused long short hedge fund at portfolio at Morgens, Waterfall, Vintiadis & Co. and managed long only accounts at Trainor Wortham, both based in NYC. Previously he worked at Credit Suisse First Boston as a publishing senior sell side equity research analyst covering the homebuilding industry. Currently Mr. Beard publishes sell side research on the E&P industry for Iberia Capital Partners, a division of Iberia Bank (IBKC). Mr. Beard is a CFA and has a AB Degree from Bowdoin College and a MBA from Columbia Business School. He is Series 7, 63, 86 & 87 and 24 Licensed. When not immersed in stocks or family activities, David has logged many thousands of miles of open ocean sailing, having cross the North Atlantic twice (as once was not enough), practices his contractor skills at his home in Sag Harbor, NY and enjoys a good mountain bike ride.
Interested in technology and financial markets. Undergrad in engineering, MS in Comp Sci and an MBA in finance. Building tools for individual investors to make more informed decisions about the stocks and mutual funds they choose.
Identify businesses that have long-term sustainable growth opportunities and are trading at a good value.