I am film and television producer who writes a value investing oriented blog called Chromainvesting.com. I try to explore the Deep value orientation of Graham, with an updated perspective that includes the work of Behavioural Finance gurus such as James Montier.
Alex Lega is Head of Investment at an independent financial company
Mr Lega was formerly working for a large Investment Bank in London where he was advising institutional clients on complex structured products strategies and various investment opportunities. In 2006, realizing how Europe would reach a dead end sooner rather than later, Mr Lega decided to bet on Asia and left the UK for the "tiny" (yet vibrant) city state of Singapore. Over the past 5 years, he has developed a strong network in Asia allowing him to gain in-depth knowledge of the culture and economics of the region.
Since, Mr Lega has been known for pragmatic and accurate warnings on the UK and the US economies, his bullishness on Asia and for calling the rise of Commodity prices, Asian Equities, Real Estate and Intellectual Property.
Individual investor interested in learning more about the markets. I mainly look at small cap stocks with limited analyst coverage. Ideal opportunities involve catalysts that may unlock value and overreactions to short term, temporary events. I also enjoy looking at companies with a wide moat in the Warren Buffett sense and Ben Graham 'Net Net' stocks.
Background: After attaining a degree in Engineering, I pursued my Master's Degree in Finance and have worked in various finance roles since 2011. In addition, I have passed the CFA Level II exam.
Our Man in NYC is a Brit, and as such you can expect proper spelling (the benefits of a classical education), who has worked in the investment industry since college graduation (bar a brief period to acquire 3 additional letters, and enjoy the Manhattan that passed him by while working). While by day he's forced to scavenge among the trees in equity-world, by night he roams above the forest and lets his random macro, thematic and inquisitive side wander...