MikeFromNZ is the general partner and investment manager of a US-focused concentrated equity fund. He has 15 years of long-only and long-short investment management experience as an equity analyst and portfolio manager, and is a CFA charterholder. MikeFromNZ is a Fulbright Scholar from New Zealand where he worked as an attorney before coming to the US to attend Stanford Business School. At Stanford he was an Arjay Miller Scholar and graduated with an MBA in the top 10% of his class.
I currently work in the airline biz doing corporate real estate. I have a finance background, and worked as an analyst for a few years and before that I worked for a real estate developer. I have an MBA and write about macro trends and observations and will share predictions and investment ideas to take advantage of those predictions; as well as whatever else piques my interest.
Jacob L. Taylor and Lonnie J. Rush are visiting instructors at the UC Davis Graduate School of Management where they teach Value Investing. They founded Farnam Street Investments, a boutique investment firm modeled after Warren Buffett’s successful 1950’s partnerships. FSI offers a hedge fund that gives sophisticated, high net worth investors the opportunity join an emerging Buffett-like partnership. They differentiate themselves by applying Mr. Buffett’s criteria to every stock in the known universe, with a special focus on smaller cap stocks. Like Mr. Buffett started with “A” in the Moody’s manual all those years ago, they spend their time scouring the globe for high-quality businesses that are selling for unreasonable prices. They welcome being contacted at firstname.lastname@example.org.