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Retired and reformed Management Consultant, ex-Accenture Partner now focusing on trading and investment. Significant trading activity in 2014, writing options and special situations. On the sideline thus far in trading 2015, with a view that trading risk/return is unfavorable. Still holding high-dividend investment portfolios, with the view that interest rates will rise slower and less than the market expects, leading to adequate or better returns in the mid-term. Especially when considering alternatives: value, growth, GARP, real estate, commodities, etc. Forex offers opportunity this year, but personally not interested nor experienced in that area.
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Mario G. Roberts’s passion for investment was primed after working in a finance firm far back in 2002. In the last 14 years, he has been an investment analyst committed to research and development of strategies that have been found resourceful and successful.
Author of Discovering the Pattern a book for investors interested in taking advantage if seasonal swings in the market to double their portfolio performance.
David Zilkha runs US investments for his family.
He has a BA (Hons) from Oxford University and an MBA from Columbia Business School. He then spent three years at Microsoft head office in Redmond, WA gaining tech industry experience before going on to work as an equity analyst for Pequot Capital in New York and Shumway Capital in Greenwich, CT.
Since 2004 he has broadened his sector and asset-class horizons managing a generalized but concentrated portfolio of public and private company investments.