Tolga is the managing partner for a private equity firm, Infinx Capital LLC. Prior to this, with a background in engineering and finance, he has held various startegic analyst and management roles in the semiconductor industry. He has significant experience in capital investment analysis, supply chain and competitive intelligence.
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Newfound, an SEC registered investment advisor, is a financial technology and product innovation firm enabling rule-based, behavior-driven investment strategies. We believe that a dynamic, quantitatively-driven process facilitates long-term consistency and success in both investment performance and risk-management.
Newfound collaborates with mutual fund families, financial advisors, and institutional investors to research, develop, and manage customized multi-asset portfolios based on our proprietary intellectual property. The foundation of our process is our philosophy of quantitative integrity, a belief that success is achieved through a balance of quantitative analytics and qualitative insight.
PRIMARY OBJECTIVE: ... Income Replacement!
Escape velocity is the speed that an object needs to be traveling to break free of the planet's gravitational pull and leave it without further propulsion.
This portfolio is looking for the point where the income being generated can allow the holder of this portfolio to escape the gravitational pull of the market and economic forces of worrying about share prices.
The objective is to generate enough income from assets that the only selling of shares will become an option, not a necessity to survive. Therefore, with enough income being generated, it minimizes the fear of meaningful market corrections as dividends are based on the number of shares owned, not the share price.
James A. Kostohryz has accumulated over twenty years of experience investing and trading virtually every asset class across the globe.
Kostohryz started his investment career as an analyst at one of the US's largest asset management firms covering sectors as diverse as emerging markets, banking, energy, construction, real estate, metals and mining. Later, Kostohryz became Chief Global Strategist and Head of International Investments for a major investment bank. Kostohryz currently manages his own investment firm, specializing in proprietary trading and institutional portfolio management advisory.
Born in Mexico, Kostohryz grew up between south Texas and Colombia, has lived and worked in nine different countries, and has traveled extensively in more than 50 others. Kostohryz actively pursues various intellectual interests and is currently writing a book about the impact of culture on economic development. He is a former NCAA and world-class decathlete and has stayed active in a variety of sports.
Kostohryz graduated with honors from both Stanford University and Harvard Law School.
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Emmanuel Marot graduated from leading French Business School ESCP with a major in Computational Finance and a MBA exchange from University of Washington.
He previously co-founded and managed three startups, all in the Internet field, and all with successful exits; the last one being a mobile search engine that served billion queries in over 10 countries and was subsequently sold to Microsoft Corp.
An ‘accidental quant’, Emmanuel now focuses on merging sound mathematical principles with his Internet data mining experience to create new stock market investment strategies.
I have worked in the financial service industry for 40 years. My area of expertise is risk management and complex financial products. I have been a frequent speaker, on behalf of many financial firms, to financial professionals across the country.
I have extensive experience in statistics and actuarial science.
Academic background in accounting; MBA/CPA/JD. Headed a corporate pension fund; served as CFO for insurance company; established title/transactional firm; served as REIT CEO; former professor; served on profit and non-profit boards; currently share management responsibilities for hedge fund; compete in professional golf tournaments. Writing background includes various briefs in federal courts, including US Supreme Court. Currently trying to finish a science fiction novel. Trading experience focused on options and portfolio enhancement. Plans to retire from hedge fund as of December 31st. Future activities will include pro bono assistance to individuals and groups in need of retirement guidance. Looks forward to more time for writing and travel.
Secular Investor recognizes equity prices like many asset classes are in the grip of a secular bear market that started in 2000. The most appropriate strategy supports the technical aspects of equity prices which point to higher prices above the March '09 lows that will eventually give way to much lower prices potentially below '82 market lows. The name of the game is to protect against further losses until this secular bear exhausts itself.
Index Investor provides independent analysis and insight each month on asset class valuation, portfolio construction and risk management. Visit IndexInvestor.com (http://indexinvestor.com)
We help our subscribers to build more effective portfolios that are well diversified across broad asset classes and uncorrelated alpha strategies, make better decisions in the face of high uncertainty, and avoid large downside losses that sharply reduce the probability of achieving their long-term goals. We also help them to practically apply the latest academic research to improve their investment performance.