I work for a fund specialized on latin america. I am a fluent spanish speaker so I speak with a lot of managers and analists from this continent. My fund invest on american options. I acquired a huge amount of knowledge of the south american market. I am here to discuss and share information.
I have spent over thirty years in the financial services industry and I am the author of Dead Companies Walking: How a Hedge Fund Manager Finds Opportunity in Unexpected Places, an Amazon Best Book of the Month. Since 1991, I have managed the hedge fund Crown Capital in Marin County, California.
Former sell-side media, consumer and internet research analyst for 15 years.
Why the pseudonym Lord Baltimore? He was a famous native american scout in the late 1800's as well as an intense character in Butch Cassidy and The Sundance Kid who relentlessly tracked the two heroes. (A 1970s heavy metal band was similarly inspired by the film character in selecting its name.) I view investing a lot like tracking. It is a process of putting together clues found along a trail to determine the path of the target, which in this case is attractive investments - long or short.
Investment Manager at Rugged Group LLC, an independent, fee-only registered investment advisor based in New York that I formed in August 2015. My firm's investment approach can be summarized in the same four, one-syllable words that Walter Schloss famously used: We Buy Cheap Stocks. Alternatively, you could say I am a quantitative deep value investor. I also invest globally, scouring many markets in search of cheap stocks.
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I run long-only family office assets with a focus on small-cap deep-value securities. In many cases value is hidden below the surface of simple financial metrics and screenable criteria. I'll publish notes on Seeking Alpha when I have something insightful to share that is not getting proper treatment from mainstream research channels. Please note, I'm very busy trying to relax. Writing articles and responding to emails is an after-hours activity. What I lack in publishing regularity, I hope to offset through quality of dialogue. I have met some ridiculously talented and brilliant analysts through Seeking Alpha. This is my true (selfish) motive for re-engaging in such a public forum.