thaistocks

Grew up in Switzerland and France, with a B.A. in Finance from the University of Wisconsin (with honors); trained and worked for Merrill Lynch, and selected as an experienced broker with Morgan Stanley, Chicago.. Live in Phuket yet regularly spend time in Bangkok for the past 20 years. Insightful and global, considerate, conscientious and honest, with a documented track record of investment expertise & performance. ● Relentlessly and objectively research to find cutting-edge investments. Long on experience. ● Effectively communicate & perceptive within multicultural/continental environments. ● Intelligent, perceptive and assertive. ● Enthusiastically manage to impact the bottom-line. This is what counts. ● Command a large following cultivated for over 13 years through the leading web site, thaistocks.com (Rated best of the WEB by Forbes, since year 2000). ● Skillfully assess financial opportunities where others see crisis or lack of understanding and/or insights. Intensely value investor driven but on location expertise cultivated since 1989. ● Take advantage where there are market in-efficiencies rather then follow the herd. Value investing driven with deep and experienced understanding of the Thai stock market. Traveled and long familiarity in SE Asia, Europe and North America. -Paul places strong emphasis on valuation and seeker of high dividend yields. Through in person company visits, cultural understanding and rapport, besides bottom-up 'on location' in person analysis we often find hugely undervalued stocks. On site proven expertise sought out by internationally well-known analysts and economists like David Hale and others. More private in style. -Ex-consultant for Tweedy Brown and Company (New York, NY) and the Heartland Fund (Milwaukee, WI) and various high net worth private individuals. Strong global, Asian and Thai professional references. -Top producer in the high net worth individual investor services department during half my tenure while at Morgan Stanley, Chicago (Feb. 1985 to end of 1988.) Managed accounts for very wealthy US and Swiss clients ($5 million and above). Was the only broker at the time that was trusted with discretionary authority to invest and manage their portfolios without specific instructions by clients. -Trained and managed 2 junior partners, then left Morgan Stanley under excellent terms and can document this through references. "Fact is smaller cap's Thai stocks here are usually less volatile then the big cap liquidity monsters, so the Sharp ratio's are lower. But I have not calculated this, as it would too difficult -but we can show this through the Beta' ratings of the various smaller and mid cap stocks listed here." Paul Renaud. www.thaistocks.com