Wall Street Breakfast, Seeking Alpha's flagship daily business news summary, is a one-page summary that gives you a rapid overview of the day's key financial news. It's designed for easy readability on the site or by email (including on mobile devices), and is published before 7:00 AM ET every market day.
Wall Street Breakfast readership of over 900,000 includes many from the investment-banking and fund-management industries.
Sign up here to receive the Wall Street Breakfast in your inbox every business day: http://seekingalpha.com/account/email_preferences
Editor for The Biotech Forum, the #2 subscribed to Marketplace investment service offered through SeekingAlpha. Top 5% ranked analyst (TipRanks) 2013 through first half of 2015. Daily contributor for Real Money Pro. Hedge fund manager from 2008 to 2011. Previously technology executive at Fortune 100 firm for a decade.
Please go to biotechforumsa.com for more on the Biotech Forum service available through SeekingAlpha. For Free Investment Reports on a variety of topics go to bretjenseninvests.com
I run a small hedge fund named Ulfberht Capital. The fund started in 2003 and operates much like a family office only investing my extended family’s assets. Ulfberht Capital is a long-only hedge fund with a risk adverse bias. At this time most of the portfolio is invested in bonds and cash. The fund will be 100% invested in high quality stocks when market valuations permit such an investment. My investment philosophy is to invest in companies that have predictable earnings and have durable competitive advantages. I buy at prices I believe will yield 26% annualized returns over a three year period. When stock valuations are not attractive the fund holds mostly cash with some select corporate bonds.