I am a private full-time investor focusing on value investing and arbitrage opportunities and I am currently in the process of launching a small HF in Hong Kong. I have 11 years experience in finance, the last 8 of which on D1 Index trading desk at 2 major international banks (ETFs, Swaps, Futures but also including special sits / stub trading / Index rebal trading and index arb). I believe that the biggest opportunities exist in small and micro-cap opportunities as they are much less covered by the big banks (at the end of the day what value does another research report on msft add?) and I focus on companies that trade at a significant discount to where I see fair value to provide me with a sufficient margin of safety. I am a holder of the CFA designation.
I'm a professional poker player with an interest in investing. My investing style is build on the principles of Graham and Dodd: trying to buy companies that are on sale and have a margin of safety in case the investment thesis is wrong. I discuss all my picks at my blog @ alphavulture.com
Chris DeMuth Jr. is the founder of Rangeley Capital LLC. Rangeley is an investment firm that focuses on event driven, value-oriented investment opportunities. Rangeley Capital and his value investing forum, Sifting the World (StW), search the world for misplaced bets. Rangeley exploits them for its investors and then Mr. DeMuth writes about them on StW.
I've been in investment management since 1990, currently as the money manager for Worm Capital. I received my law degree from the University of Oregon in 1984, worked as an accountant for the international accounting firm KPMG, then got involved in investing. I've written over 300 columns for The Financial Times, TheStreet.com, Realmoney.com and SeekingAlpha.com.