I am a former Lieutenant in the U.S. Submarine Service, who began a career in the investment business after separating from the Navy in 1991. I am currently an investment adviser that follows a value-based investment philosophy. I have earned the right to use the Chartered Financial Analyst (CFA) designation. The book that has most influenced my investment philosophy is The Intelligent Investor, by Benjamin Graham. I also enjoy reading books about Warren Buffett, and books authored by Joel Greenblatt, Peter Lynch, Howard Marks, and Seth Klarman. I believe to be a successful investor, it is critical to "know oneself" and to develop an investment strategy and process that matches your personality. (If you are not a patient person, I believe following the value investment philosophy will be a challenge). For investors with the so called "Value Investing Gene" referred to by Warren Buffett, the value investment strategy will likely yield exceptional results over extended time periods.
I am a Vice President in a small high-tech company with over 35 years of investing in small cap stocks. My speciality is small cap tech companies, and I seek out companies with tremendous growth opportunities that have significant insider ownership and a solid balance sheet. My goal is to find these companies in the early stages of growth, and at a reasonable price.
Value investor seeking investment opportunities in which I can exploit my durable competitive advatanages of both a small capital base and patient long-term investment discipline. From a strategy perspective, I primarily seek out the rare situations where there is a positive expected value to an explicit near-term catalyst and the odds of realizing that value are generous in my favor. By taking advantage of these pricing inefficiencies, I believe I can compound wealth at an above-average rate over a long period of time, while incurring a below-average probability of permanent capital loss.
Or perhaps it's just better to say I look for 50-cent dollar bills.