As a JD/MBA student at Fordham University, I have spent the 2015-2016 academic year studying the sports apparel industry's performance on the stock market, New York City real estate, income tax law and financial accounting methods, emerging markets, and foreign currencies. My primary interest is in real estate development and management.
I received my B.A. in Sport Management from the University of Michigan in 2014. I also graduated with a Minor in Writing from the Sweetland Center for Writing.
Ale is the founder of UK-based, SEO firm Hedging Beta Ltd (London). Based in London, he previously worked for almost five years at Dow Jones/The Wall Street Journal (Feb. 2009 - Sept. 2013), producing M&A research, commentary and analysis for the IB community. Prior to that, he contributed to the launch of Loan Radar (Dec. 2005 - Jan. 2009), where he worked for three years in London. He had stints in equity research at Bear Stearns in London (Jan. - Apr. 2005) and HVB in Munich (May - July 2005). He did its intermarket analysis research thesis with Unicredit Bank in Milan (Dec. 2003 - Sept. 2004). Ale got married on 19 September 2014, and has a child, Matteo, who was born on 10 August 2011.
JGR Capital Partners is an international equity research and investment advisory firm focusing on public companies under $2 billion in market capitalization. We are headquartered in New York City, with affiliate offices in Los Angeles, Shanghai, and São Paulo. Our team of experienced analysts form investment theses based on company and sector expertise, with a strict focus on fundamentals and valuation.
PhD - A Real Value Risk Estimation Model for an Emerging Market
Investment manager at Let it grow investments, Netherlands
Finance lecturer at the University of applied sciences Amsterdam, Netherlands
Data researcher at Bloomberg, London UK
I currently work in the Deal Advisory practice at KPMG. I provide due dilligence for clients pursuing major acquisitions. I have a passionate interest in trading and investing.
Passionate Value Investor with a long-term investment horizon. I am looking for undervalued small and mid-cap companies with a great business.
I manage a Wikifolio combining timeless Value Investing with modern social trading. As a result, investors gain full transparency over their investment and can follow portfolio changes in real-time.
My name is Miles Hoffman. I spent 20 years in research departments on the buy side, primarily as a technology and insurance analyst at 2 large institutional investment firms. Having a computer programming background, I was an early "quant" (that never found the right home) with a "heretical" belief in technical analysis.
In between these two firms, I worked as a portfolio manager for the Kuwaiti Institute for Social Security ("KISS"), the social security system of Kuwait (which has REAL money to invest, unlike the pyramid scheme of my home country). Initially I managed a convertible bond portfolio and later managed a conventional bond/stock portfolio. In 1991, I found my "15 minutes of fame" in Kuwait when I unsuccessfully tried to avoid being taken hostage by the invading Iraqi army and was instead shot in the process (but that is a different - and long - story).
Being more of a geek than "a marketer", I left the buy side after running into a ceiling: the head man thought marketing was more important than performance in the money mgmt business. Admittedly, when 80%+ of professionals under-perform their index, "marketing" - as in maintaining - clients is very important; however, we doubled our assets under mgmt in 18 mns when the market style swung to our focus and we generated good returns... so "you take Sally and I'll take Sue" (but I'd rather have both!). Now I trade for myself.
Besides investing, I enjoy reading, gardening and any activity around water.
fwiw: I did not renew my CFA in retirement shortly after a Financial Times article about "the money machine" of the CFA Institute, in which the CEO denied the story angle.... and then promptly raised the retired fee from about $25 to at least $100 (it's currently $100. I thought they went to $125 or $150, so they either backed off or I was so pissed at them that I "behaviorally" remember a worse increase).
My current position is in the capacity of a senior financial analyst at a Pepsi Bottler company. Yet, investment management has always been my passion. It is on this very occasion, that I have pursued and successfully passed the CFA Level III exam and earned my Master's degree in Investment Management at ICMA Centre, UK (my bachelor's degree is in Economics from Westminster University, UK).
I am a true believer of the intrinsic valuation approach. As such, my investment recommendations are going to be formed based on the value obtained using the relevant DCF model.
Bachelor degree in Geography. Planning to do a master degree in Finance and Banking. Avid follower of the financial markets. Mainly trade in individual stocks. Passionate about researching stocks and learning about investment in general. As i am not a professional, readers of my articles should always do their own due diligence before making any investment decisions based upon my research.
Here at Hillside we consider ourselves the self appointed ambassadors for the convertible asset class. As part of this effort we publish our Hybrid Vigor newsletter on a weekly basis. Hybrid Vigor is the only independent research published on convertibles and includes our proprietary HARP and HOCS methodology rankings as well as fundamental reports on current and potential convertible issuance. Through our experience we have built a prodigious network of industry contacts to leverage in addition to our in-house talent. As a result, we offer much more than our weekly report. Feel free to reach out to us regarding our bespoke offerings on portfolio/account management, sub advisory, research, training and consulting menus.
Ronald K. Chan, CFA manages investment portfolios for families and individuals. He is a professional Financial Advisor with over six years of Investment Research & Financial Planning experience and four years of Accounting & Tax experience.
After earning a Masters of Accounting degree, Ron spent the first 12 years of his career in the financial centers of New York and Chicago working for blue-chip companies like Ernst & Young, Columbia Asset Management, and Pekin Asset Management and attaining his MBA, CFA, and CPA designations. Ron returned to Seattle in 2015 and established an investment advisory firm to serve families and individuals.
Ron earned his MBA at the University of Chicago, Booth School of Business (2010), Master of Accounting at the University of Washington (2003), and B.A. in Business Administration at the University of Washington (2002) with a double major in Accounting and Finance.
Ron holds the Chartered Financial Analyst (CFA) designation (2012) and a Certified Public Accountant (CPA) certificate (2005).
I am retired apart from managing family investments - mostly equities. I live near Zürich, Switzerland. I keep physically fit by walking and mentally fit by writing mostly on philosophy, economics and politics. My writing is sometimes published internationally. My hobby is drawing with pencil and the face here is a diversification from female backs that I mostly do. I often work from photos. Anyone interested in my art/ in having a drawing done by me should email me at firstname.lastname@example.org
I'm a financial journalist who has been obsessed with the markets since high school. While studying for a journalism degree I started day trading and joined an investment club and haven't looked back since.
These days I focus on commodities and energy sector with a mid to long term investment strategy.
Currently undergraduate student pursuing a finance BBA, I am a Junior Officer at the Bjorklund Fund, a $220,000 student-managed fund at Siena College. I am a CFA level 1 candidate, and I previously worked as a sales trader assistant in interest rates derivatives.
I am an active investor with past professional experience at JP Morgan. I manage my own Portfolio with sophisticated strategies using algorithmic trading system which I have designed and developed. I usually look for Price Action to confirm system assumptions, conscious of the fact that the market sometimes may have other ideas!
Peter H. Frorer has been managing Frorer Partners, L.P. since 1992. He graduated from Princeton University with a BA in History in 1983, graduated from Stern Business School with an MBA in 1985 and obtained his CFA designation in 1993. He no longer participates in the CFA program and allowed his designation to elapse.
Peter focuses primarily on domestic financial companies.
Student, investor, and writer with a focus on technology companies. Specializing in fundamental analysis of securities, with influences from the investment philosophies of Peter Lynch, Warren Buffet, and Benjamin Graham.
Students of Bath Investment Club is a student-run society based at the University of Bath investing in listed companies on the London Stock Exchange.
SOBIC aims to drive an active learning experience to complement our academic studies: researching, visiting and investing real capital into firms.
We are two passionate investors working in the Investment Banking industry since May 2015. During the years we have gained a deep interest towards financial markets, macroeconomic metrics and growth stocks. We manage a portfolio of personal capital.
Joel Johnson - Founder and CEO at True-Bearing.com
iShares by BlackRock
State Street Global Advisors
Equity Trader at Morgan Stanley
Derivatives Pricing at Investors Bank and Trust
Graduated from CSU Sacramento Bachelors of Science in Finance - Div. 1 Track&Field Athlete
Previously spent 8 months interning at a bottom-up, long-short, value based hedge fund. Attracted to boring businesses with compelling risk/rewards and impressive value creators trading at significant discounts to a cash-flow based view of intrinsic value. For three years now, I’ve learned all I could about the approaches of investing gurus such as John Templeton, Warren Buffett and Peter Lynch. I’ve been investing for almost a year now, learning from my own mistakes and using what I thought was the best from them, I arrived at eight criteria for that I use in investing. As a student, I do not have the resources a professional would so the following approach reflects a mindset around capital preservation – my investing philosophy is about being in control and limiting capital losses when mistakes happen. Out of the eight criteria, I identified five which must be met and maintained for initial and continued ownership in a company. 1) The business meets a clear economic need, 2) the company has a sustainable economic moat, 3) the company has a long history of strong profitability and operating metrics, 4) the company generates high levels of free cash flow, and 5) the stock is available at a margin of safety to the intrinsic value. The other three criteria I identified are a management history of shareholder friendliness, a strong balance sheet, and healthy insider ownership.