I'm a young private investor. I prefer concentrated bets on small, quality businesses. I'm a strategic generalist, tactical specialist; I scan broadly looking for quirky things to become obsessed with for awhile, to accumulate clusters of competence in neglected niches. I'll place on my watch-list most anything that is predictable enough to value accurately, and wait for the right price. My idea horizons, which used to be ~1 year, seem to be lengthening. To the extent I pay attention to macro I outsource my beliefs to Scott Sumner/Market Monetarists; good guys with track records worth noticing.
My current top holdings are FN, KTCC, AGM, NVMI, EMAN, SILC, SLP, and SWIR.
Whitney Tilson is the founder and Managing Partner of Kase Capital Management, which manages three value-oriented hedge funds. Mr. Tilson is also the co-founder of Value Investor Insight, an investment newsletter.
Mr. Tilson has co-authored two books, The Art of Value Investing: How the World's Best Investors Beat the Market (2013) and More Mortgage Meltdown: 6 Ways to Profit in These Bad Times (2009), was one of the authors of Poor Charlie’s Almanack, the definitive book on Berkshire Hathaway Vice Chairman Charlie Munger, and has written for Forbes, the Financial Times, Kiplinger’s, the Motley Fool and TheStreet.com. He was featured in two 60 Minutes segments in December 2008 about the housing crisis (which won an Emmy) and in March 2015 about Lumber Liquidators. He served for two years on the Board of Directors of Cutter & Buck, which designs and markets upscale sportswear, until the company was sold in early 2007.
Mr. Tilson received an MBA with High Distinction from the Harvard Business School, where he was elected a Baker Scholar (top 5% of class), and graduated magna cum laude from Harvard College, with a bachelor’s degree in Government.
Mr. Tilson spent much of his childhood in Tanzania and Nicaragua (his parents are both educators, were among the first couples to meet and marry in the Peace Corps, and have retired in Kenya). Consequently, Mr. Tilson is involved with a number of charities focused on education reform and Africa. For his philanthropic work, he received the 2008 John C. Whitehead Social Enterprise Award from the Harvard Business School Club of Greater New York. He is a member and past Chairman of the Manhattan chapter of the Young Presidents’ Organization. Mr. Tilson lives in Manhattan with his wife and three teenage daughters.
Brian is the founder of Investor in the Family and Online Investor Conference.
At Investor in the Family (http://investorinthefamily.com/), Brian's goal is to help protect investors from making big mistakes that jeopardize their portfolios and financial futures.
The Online Investing Conference (http://onlineinvestingconference.com/) was created to help link self-directed investors with carefully filtered and proven investing professionals to help save investors both time and money while building a portfolio that outperforms.
If you'd like to connect or learn more, please feel free to send a private message via Seeking Alpha platform.
Benjamin is Principal and Chief Investment Officer for Guidance Point Retirement Services and an Investment Consultant for Guidance Point Advisors. His primary responsibilities include overseeing the investment process for the institutional and retirement plan clients served by Guidance Point Retirement Services. Benjamin also oversees client portfolios on a discretionary basis for Guidance Point Advisors.
Prior to working for Guidance Point Retirement Services and Guidance Point Advisors, Ben worked for Acadia Trust, N.A., a subsidiary of Camden National Corporation, as Vice President, Portfolio Manager based in Bangor, Maine. Ben assumed responsibility for and oversight of over $300 million in client portfolios, including individuals, families, retirement plans, endowments, foundations, businesses, and trusts; and he served on the Company’s Investment Committee.
Ben earned a B.S. in Business Administration with concentrations in Finance and Management Information Systems. He earned his MBA from the University of Maine, was awarded the Chartered Financial Analyst (CFA) designation in 2011 and is a member of the Maine CFA Society and the CFA Institute. Ben was named the 2006 Camden National Corporation Employee of the Year and received the Lorrayne Carroll Award for outstanding leadership in adult literacy within the State of Maine in 2008.